Tax Planner

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Quick Summary

Overview

Ritholtz Wealth Management is a fast-growing Registered Advisory (RIA) firm headquartered in New York City with clients and employees nationwide.

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Ritholtz Wealth Management is a fast-growing Registered Advisory (RIA) firm headquartered in New York City with clients and employees nationwide. We are growing a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges of providing exceptional service to our clients. We are seeking a Tax Planner for our growing tax practice.

Many RWM clients started as followers of the firm’s substantial media and content footprint, which includes weekly podcasts that can be viewed on The Compound - YouTube.

Our employees enjoy being part of a dynamic team, meaning you will work with an innovative firm shaping the investing future. We provide better client outcomes through leading content & communication, technology solutions, and time-tested investment strategies. RWM has found its niche in reaching clients through entertaining and informative content and providing better solutions by taking on new opportunities. All while leaving its own personal footprint within the industry with conferences like the Future Proof Festival.

Learn more about our Tax practice here!

Building and reviewing client tax plans and projections
Assisting the Tax Manager with income tax filing for 300+ individuals
Developing experience and proficiency in income tax filing matters
Working with advisors to develop tax strategies to achieve clients’ financial goals
Ensuring that invoices are in agreement with client billing arrangements & records
Preparing/reviewing financial statements and reporting packages, including P&L, balance sheet, and cash flow; investigating variances and trends

You pay attention to details
You are organized, and nothing falls through the cracks on your watch
You like solving problems, taking on new challenges, and finding creative solutions
You enjoy helping people and helping clients reach their financial goals
You write well, speak eloquently, and can explain just about anything to anyone
You think on your feet and love learning new things
You are motivated, driven, and always volunteer for new challenges
You are comfortable collaborating with diversified distributed teams and roles in a remote environment

Have 1-5 years of experience in either public accounting, tax filing, tax planning, or financial planning
Be excited to tackle tax-related projects and solve individual tax issues
Be computer-savvy and capable of learning new software applications with relative ease

Nice to Have

~1 min read

CCH Axcess or other professional tax software
Schwab, Fidelity, or equivalent brokerage platform
Orion or other portfolio management platform
Salesforce (or equivalent client resource manager)

What We Offer

~1 min read

✓Great company culture

✓We embrace diversity and inclusion

✓Hybrid/Remote/Work from home

✓Comprehensive benefits package

✓401k with match

✓Generous time off

✓Paid Parental Leave

✓Support for community volunteering

✓Discretionary quarterly profit pool distribution after one year of employment

✓401(k)

✓401(k) matching

✓Employee discount

✓Paid time off

✓Parental leave

We participate in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer’s Form I-9 to confirm work authorization.

The Compound - The Compound brings you the latest in business, investing, economics, finance, and more! Michael Batnick, Josh Brown, Barry Ritholtz, Ben Carlson and the rest of the gang upload new videos weekly!