Research and identify tax planning opportunities. This collection of tax planning opportunities will be created by leveraging one's planning experience, researching other tax processes, and consulting with other expert tax planners.
Once collected, turn tax planning opportunities into decision rules, either independently or with an assistant.
Define project objectives and create project timelines.
Stick to the defined schedule, identify priorities, surface challenges and communicate regularly with project stakeholders.
Work with other tax planners as a leader, maintaining quality control and managing meetings.
Required Experience / Skills
Demonstrate in-depth technical expertise in income tax planning
U.S. Certified Public Accountant (CPA) license or licensed attorney
5+ years tax preparation and advisory experience
Excellent interpersonal skills
Comfort establishing and meeting measurable goals and milestones, including time frames and priorities
Experience previously creating processes for working with or advising individuals on tax related matters is a plus
Subject matter writing and editing experience a plus
Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients, utilizing internal experts that sub-specialize in a variety of technical areas and client segments, providing a personal, warm caring atmosphere and a high level of service for clients, and introducing innovative methods to the profession that increase the value provided to clients.
The firm was recently named in The Financial Times' "FT300" – a listing of the nation's top 300 Retirement Investment Advisors for 2017.
The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory.
Lewis Altfest, Ph.D., CFA, CFP®, founded the firm after leaving Lord Abbett & Co, a large mutual fund company with over 100 billion in assets under management, where he was a Partner and Director of Research. Lew has been named to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors" as #51.
Karen C Altfest, Ph.D., CFP®, joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm's marketing activities including a very successful program for affluent women. Karen was recently featured in Forbes' first-ever list of "America's Top Women Advisors" – she ranked #17 out of 200.
The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.
Altfest Personal Wealth Management is an equal opportunity employer.