taxalchemy
Financial Advisor, CFP Professional
We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and primary decision partner for the firm's clients. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication
Client Service Associate
We are seeking a detail-oriented and technically proficient Client Service Associate to serve as the analytical and execution backbone of our advisory pod. Working in close partnership with the Financial Advisor, this individual will be responsible for preparing, coordinating, and delivering the tec
Associate Vice President, Client Engagement
We are seeking a highly capable and detail-oriented Associate Vice President to serve as a direct extension of the Principal & Lead Advisor within a boutique, administrative family office platform. This individual will play a central role in client engagement, advisory coordination, and service deli
Tax Preparer
We are seeking a highly motivated and technically proficient Tax Preparer with heavy business tax preparation experience to work on complex tax preparation for our clients. The ideal candidate will be a knowledgeable tax professional with experience preparing personal and business tax returns, condu
Head of Marketing
We are seeking a high-caliber Brand Strategist Marketing Manager to lead and scale our entire marketing function at Tax Alchemy. This role is responsible for owning the full client acquisition ecosystem, including paid media, funnel strategy, content, email, social, and overall brand positioning. Th
Senior Tax Strategist
**Applications will be reviewed on a rolling basis**We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission. The ideal candidate will have significant experience managing complex taxation matters, a proven ability to develop new tax-
Tax Specialist
**Applications will be reviewed on a rolling basis**We are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful candidate will possess expertise in business and personal tax, finance
Tax Pro
**Applications will be reviewed on a rolling basis**We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and t