Job Description
This is a remote position. About the Firm We are representing a well-established wealth management firm that has built a comprehensive service platform designed specifically for RIAs and their clients. The platform gives each client a centralized hub where they can access their entire advisory team their financial planner, trustee, attorney, and other personal parties all in one place. The firm is now adding a Managing Director as a core component of that platform. When an RIA engages the platform, they gain direct access to dedicated CPA expertise as part of the offeringmeaning their clients receive fully integrated tax preparation, planning, and advisory services alongside their broader wealth strategy, all under one roof. It is a turnkey solution that meaningfully expands what they can offer, and demand from prospective RIA partners is substantial. About the Role We are seeking a highly experienced, entrepreneurial Managing Director to serve as the founding tax hire of this platfo...