Ritholtz Wealth Management is an RIA headquartered in New York City, with clients and employees nationwide. We've built something genuinely different in the wealth management space, a firm that combines institutional-grade investment management with an authentic media presence, a thriving community, and a culture people actually want to be part of.
Our tax practice is fully integrated into our wealth management offering, meaning our tax planners work hand-in-hand with advisors to deliver cohesive, proactive financial strategies, not just annual returns. As our client base continues to grow, we're adding an experienced Tax Planner to the team.
Our in-house tax team works directly with RWM's wealth management clients, sitting at the intersection of tax planning, financial planning, and investment strategy. This isn't a traditional accounting firm environment, our tax planners are active collaborators with advisors, helping clients navigate complex tax situations as part of a broader financial picture. The practice handles 700+ individual tax filings annually, along with ongoing tax projections, Roth conversion analysis, charitable strategies, income planning, and more. You'll have real impact on real client outcomes, and room to grow alongside a practice that's still scaling.
Applicants must be local to the Philadelphia area (Ambler, PA) or planning to relocate prior to start. Veterans and military spouses are encouraged to apply.
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.
Tax Planner • Philadelphia, PA, US
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