Associate Vice President – Client Engagement

Tax Alchemy

Associate Vice President coordinating client engagements in a boutique family office. Responsible for translating advisory strategies into actions for high-net-worth clients.

Posted 4/30/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary operator of client engagements
Translate advisory direction into coordinated action
Maintain continuity across all stakeholders
Ensure consistent delivery of a high-touch family office experience
Act as a secondary point of contact for clients
Participate in all client communications
Prepare and deliver client communications
Ensure clients experience a seamless, proactive, and highly organized advisory relationship
Translate high-level advisory direction into clear action items
Coordinate across multiple disciplines including tax strategy and compliance
Ensure all stakeholders are aligned on objectives
Own the end-to-end lifecycle of client engagements
Oversee the completion of all client deliverables
Collaborate closely with the Client Operations Associate

Requirements

What you’ll need

5–10 years of experience in:
Wealth management
Multi-family office
Private client advisory
Investment operations or financial planning
Strong understanding of:
Financial planning concepts
Tax strategy coordination
Estate planning structures (trusts, LLCs, etc.)
Investment vehicles and capital flows
Experience participating in client-facing engagements
Exceptional organizational and project management capabilities
**Preferred**
Active license (Series 65 or equivalent) or ability to obtain
Professional designations (CFP®, CPA, EA, CPWA®, JD, or similar)
Experience working with high-net-worth or ultra-high-net-worth clients

Benefits

Comp & perks

Paid holidays
Work from home
Discretionary performance-based bonus potential
Opportunity for long-term growth aligned with firm expansion

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningtax strategyestate planninginvestment operationscapital flowsproject managementclient communicationsclient engagement

Soft Skills

organizational skillscollaborationcommunicationproactive approachattention to detail

Certifications

Series 65CFPCPAEACPWAJD