Financial Tax Advisor

About Executive Money Managers

Executive Money Managers has experienced rapid growth, increasing from $80 million to $94

million in assets under management in under a year. We are a client-centered wealth

management firm that integrates tax and investment strategies to deliver holistic financial

solutions. Under strong leadership and a collaborative culture, we are transitioning toward

serving clients who value both tax services and investment management for long-term success.

About the Role

We are seeking a highly motivated Financial Tax Advisor with strong tax expertise to join our

team. This is a pivotal role as we restructure responsibilities across the firm : you'll take the lead

on client tax intake and relationship management, while collaborating closely with our lead

accountant and our investment advisory team.

This role is ideal for a CPA with a CFP (or in active pursuit of the CFP) who thrives in a client-

facing position, brings initiative, and is eager to grow with a dynamic firm.

Key Responsibilities

• Lead client tax intake, preparation, and relationship management, ensuring accuracy

and a personal, client-first experience.

technical details and workflow.

strategies.

without waiting for direction.

with industry trends.

Qualifications

Required

partnership), trust, and estate returns

Preferred

person settings

Work Environment

Supportive leadership committed to professional growth and firm innovation.

skills).

time.