BBR Partners

Wealth Strategist, Tax

New York, NY or Chicago, IL

Sponsorship not specifiedDetected 8 days ago

Project ManagementTaxCommunicationProblem SolvingPublic SpeakingProperty & Casualty

About the role

The team is grounded in a strong foundation of tax-aware planning, recognizing that tax considerations are a key driver of many complex wealth decisions and an essential lens through which broader strategies are evaluated.
This role is fundamentally a tax planning role, with additional involvement in insurance, lending, and other wealth management and financial planning functions.
The expected base salary for the role will generally be between $130,000 and $170,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances.

Client Team Support
Ensure client teams deliver high level and effective advice on tax and other planning topics
Partner closely with Client Advisors to identify issues, develop strategies, and prepare for client engagements
Manage client referral requests and suggest introductions to ensure client needs are met
Develop internal training sessions and presentations
Develop and maintain relationships with external accountants, insurance advisors, and other service providers, maintaining and curating a list of preferred providers for firm clients

Demonstrated ability to coordinate across multiple advisors and disciplines
Excellent communication skills, with the ability to simplify complex topics
High degree of professionalism, discretion, and judgment
Proven relationship builder
CPA with a strong foundation in tax planning and preparation for Ultra High Net worth families
6+ years of relevant experience in tax planning and wealth management, with working knowledge of planning techniques and structures related to UHNW clients (life insurance planning, property & casualty coordination, lending and mortgage structuring etc.)
Strong organizational and project management capabilities
Problem solving and creative idea generation is highly valued for this role
Competitive base salary and incentive compensation.
Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Personalized development and career growth opportunities.

The expected base salary for the role will generally be between $130,000 and $170,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances.
Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors.
Competitive base salary and incentive compensation.

Flexible time off, paid parental leave, and Sabbatical with company tenure.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.
Serve as a subject matter expert to client coverage teams on complex tax and planning matters

This listing is sourced directly from BBR Partners's careers page and normalized into a canonical job model.