10,154 Wealth jobs in the United States

**About this role:**
The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management.
**In this role, you will:**
+ Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives
+ Work with Advisors to develop business opportunities with clients and prospects
+ Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies
+ Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions
+ Coach and educate Advisors to independently implement wealth planning advice to other clients
+ Prioritize consulting and interactions with Advisors to serve largest and most complex clients
+ Present wealth planning advice during client meetings in clear, concise, and actionable manner
+ Collaborate with internal and external partners to promote wealth planning both internally and externally
+ Adhere to all planning and risk protocols and procedures
**Required Qualifications:**
+ 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions
+ 10+ years of wealth transfer and planning experience with U/HNW clients
+ Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred
+ Deep experience with clients in the $25+ million net worth segment
+ Professional network and local market knowledge in location and location markets
**Job Expectations:**
+ Ability to travel up to 25% of the time
**Posting End Date:**
31 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-

**About this role:**
The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management.
**In this role, you will:**
+ Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives
+ Work with Advisors to develop business opportunities with clients and prospects
+ Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies
+ Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions
+ Coach and educate Advisors to independently implement wealth planning advice to other clients
+ Prioritize consulting and interactions with Advisors to serve largest and most complex clients
+ Present wealth planning advice during client meetings in clear, concise, and actionable manner
+ Collaborate with internal and external partners to promote wealth planning both internally and externally
+ Adhere to all planning and risk protocols and procedures
**Required Qualifications:**
+ 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions
+ 10+ years of wealth transfer and planning experience with U/HNW clients
+ Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred
+ Deep experience with clients in the $5+ million net worth segment
+ Professional network and local market knowledge in location and location markets
**Job Expectations:**
+ Ability to travel up to 25% of the time
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
185,000.00 - 300,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
31 Oct 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-

**About this role:**
The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management.
**In this role, you will:**
+ Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives
+ Work with Advisors to develop business opportunities with clients and prospects
+ Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies
+ Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions
+ Coach and educate Advisors to independently implement wealth planning advice to other clients
+ Prioritize consulting and interactions with Advisors to serve largest and most complex clients
+ Present wealth planning advice during client meetings in clear, concise, and actionable manner
+ Collaborate with internal and external partners to promote wealth planning both internally and externally
+ Adhere to all planning and risk protocols and procedures
**Required Qualifications:**
+ 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions
+ 10+ years of wealth transfer and planning experience with U/HNW clients
+ Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred
+ Deep experience with clients in the $25+ million net worth segment
+ Professional network and local market knowledge in location and location markets
**Job Expectations:**
+ Ability to travel up to 25% of the time
**Posting End Date:**
31 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-

**About this role:**
The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management.
**In this role, you will:**
+ Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives
+ Work with Advisors to develop business opportunities with clients and prospects
+ Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies
+ Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions
+ Coach and educate Advisors to independently implement wealth planning advice to other clients
+ Prioritize consulting and interactions with Advisors to serve largest and most complex clients
+ Present wealth planning advice during client meetings in clear, concise, and actionable manner
+ Collaborate with internal and external partners to promote wealth planning both internally and externally
+ Adhere to all planning and risk protocols and procedures
**Required Qualifications:**
+ 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions
+ 10+ years of wealth transfer and planning experience with U/HNW clients
+ Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred
+ Deep experience with clients in the $5+ million net worth segment
+ Professional network and local market knowledge in location and location markets
**Job Expectations:**
+ Ability to travel up to 25% of the time
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
185,000.00 - 300,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
31 Oct 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-

**Description**
Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA office.
We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.
**Primary Responsibilities**
+ Calendar management, including tax-related deadlines and client calls/meetings.
+ Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
+ Estate administration, including prepare and file probate documents, advise and respond to clients.
+ Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
+ Prepare trust and estate accountings.
+ Draft simple wills and correspondence.
+ Apply for tax identification numbers.
+ Prepare and file deeds and related documents, review deed records.
+ Form entities with Secretary of State office.
+ Prepare corporate minutes and maintain minute books.
+ Calculate taxes, tax exemptions, and executor fees.
+ Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.
**Skills and Abilities**
+ Excellent written and verbal communication skills.
+ Strong problem-solving skills.
+ Strong organizational skills.
+ Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
+ Ability to take initiative to improve processes while keeping team members informed.
+ Ability to maintain highest level of confidentiality.
+ Ability to provide outstanding customer service to internal and external clients/contacts.
+ Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.
+ Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.
+ Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).
**Requirements**
+ BA or BS degree strongly preferred.
+ Associate's degree or paralegal certificate with eight years of comparable work experience.
**WORK ENVIRONMENT & PHYSICAL DEMANDS**
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
**PHYSICAL REQUIREMENTS**
Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.
**VISUAL ACUITY**
Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
**DISCLAIMER**
_Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future._
_The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position._
_Equal Opportunity Employer - vets, disability_
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

**Description**
Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA office.
We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.
**Primary Responsibilities**
+ Calendar management, including tax-related deadlines and client calls/meetings.
+ Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
+ Estate administration, including prepare and file probate documents, advise and respond to clients.
+ Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
+ Prepare trust and estate accountings.
+ Draft simple wills and correspondence.
+ Apply for tax identification numbers.
+ Prepare and file deeds and related documents, review deed records.
+ Form entities with Secretary of State office.
+ Prepare corporate minutes and maintain minute books.
+ Calculate taxes, tax exemptions, and executor fees.
+ Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.
**Skills and Abilities**
+ Excellent written and verbal communication skills.
+ Strong problem-solving skills.
+ Strong organizational skills.
+ Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
+ Ability to take initiative to improve processes while keeping team members informed.
+ Ability to maintain highest level of confidentiality.
+ Ability to provide outstanding customer service to internal and external clients/contacts.
+ Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.
+ Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.
+ Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).
**Requirements**
+ BA or BS degree strongly preferred.
+ Associate's degree or paralegal certificate with eight years of comparable work experience.
**WORK ENVIRONMENT & PHYSICAL DEMANDS**
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
**PHYSICAL REQUIREMENTS**
Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.
**VISUAL ACUITY**
Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
**DISCLAIMER**
_Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future._
_The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position._
_Equal Opportunity Employer - vets, disability_
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

**Description**
Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA office.
We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.
**Primary Responsibilities**
+ Calendar management, including tax-related deadlines and client calls/meetings.
+ Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
+ Estate administration, including prepare and file probate documents, advise and respond to clients.
+ Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
+ Prepare trust and estate accountings.
+ Draft simple wills and correspondence.
+ Apply for tax identification numbers.
+ Prepare and file deeds and related documents, review deed records.
+ Form entities with Secretary of State office.
+ Prepare corporate minutes and maintain minute books.
+ Calculate taxes, tax exemptions, and executor fees.
+ Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.
**Skills and Abilities**
+ Excellent written and verbal communication skills.
+ Strong problem-solving skills.
+ Strong organizational skills.
+ Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
+ Ability to take initiative to improve processes while keeping team members informed.
+ Ability to maintain highest level of confidentiality.
+ Ability to provide outstanding customer service to internal and external clients/contacts.
+ Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.
+ Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.
+ Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).
**Requirements**
+ BA or BS degree strongly preferred.
+ Associate's degree or paralegal certificate with eight years of comparable work experience.
**WORK ENVIRONMENT & PHYSICAL DEMANDS**
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
**PHYSICAL REQUIREMENTS**
Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.
**VISUAL ACUITY**
Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
**DISCLAIMER**
_Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future._
_The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position._
_Equal Opportunity Employer - vets, disability_
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .