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Tax/Wealth Planner

ECG Resources, Inc.

This is a Full-time position in Atlanta, GA posted March 21, 2021.

nnWealth Management Firm (80+ personnel) in Atlanta, GA seeks candidate with tax experience (open to either individual, corporate, partnership etc.) to train to assist senior team members on designing and implementing wealth planning solutions for high net worth individuals, families and family offices.nn nn nn nn
· Provides opportunity for tax professional with tax experience to train and transition to a wealth management career with well-established firmnn nn
· No tax compliance or busy seasons; excellent work-life balancenn nn
· Work with senior members of the financial planning team to provide and implement strategies for HNW clients(5-100mm net worth) including tax, trust and estate planning, cash flow analysis, insurance benefits, retirement plans, etc.nn nn
· Requires 2-6 years’ tax experience at public accounting firmnn nn
· Extensive opportunity to take on new responsibilities and advance within the organizationnn nn nn nn *Position open due to promotion of employee ECG placed in this position 2 years ago nn

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