Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.
We’re hiring a dynamic Enrolled Agent to join our high-performing Wealth Strategy Department. The Enrolled Agent provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax centric documents and planning support to high-net-worth families. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.
Day-to-Day as Enrolled Agent:
What You Bring as Enrolled Agent:
Job Type: Full-time
Location: This position is based out of one of our offices – Austin, Chicago, Greensboro, Salt Lake City, San Diego, Santa Barbara, Scottsdale, or Seattle, Walnut Creek.
Salary: $75,000-$85,000 base, plus bonus
For further consideration, please submit a brief cover letter and resume outlining your proven success in client services, supporting operations in a financial capacity. Mission Wealth offers competitive salary team-based bonus plan | medical/dental/vision benefits | 401K | PTO and VTO.
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