Associate Vice President, Client Engagement

Tax Alchemy

Associate Vice President serving as a key support role in client engagement within a family office. Translating strategic advisory into actionable plans and delivering high-touch client services.

Posted 5/20/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Act as a secondary point of contact for clients, reinforcing and advancing the strategic direction set by the Lead Advisor
Participate in all client communications, ensuring continuity, clarity, and follow-through
Prepare and deliver client communications including:
Meeting recaps
Action plans
Status updates
Ensure clients experience a seamless, proactive, and highly organized advisory relationship
Translate high-level advisory direction into:
Clear action items
Structured workflows
Defined deliverables
Coordinate across multiple disciplines including:
Tax strategy and compliance
Investment structuring and implementation
Estate planning and entity structuring
Banking, lending, and liquidity management
Ensure all stakeholders (internal and external) are aligned on objectives, timelines, and expectations
Own the end-to-end lifecycle of client engagements, including:
Task tracking
Timeline management
Workflow execution
Oversee the completion of all client deliverables across:
Financial planning
Tax coordination
Legal and estate workflows
Investment execution
Ensure all work is completed:
On time
To specification
At a high standard of quality
Supervise and support the coordination of:
CPAs and tax advisors
Attorneys and estate planners
Investment and asset managers
Banking and lending partners
Track deliverables, timelines, and dependencies across all third parties
Ensure accountability and responsiveness from all external partners
Collaborate closely with the Client Operations Associate to:
Delegate execution tasks
Review deliverables
Ensure quality control before client delivery
Maintain visibility across all workstreams to ensure consistency and completeness
Support the development and refinement of comprehensive financial plans
Assist in synthesizing complex financial information into clear, actionable insights
Prepare materials and recommendations for Lead Advisor review
Assist in reviewing and vetting investment opportunities presented to the firm or its clients
Analyze supporting materials and identify key risks, assumptions, and considerations
Summarize findings for internal discussion and client presentation

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
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
Ability to translate complex ideas into clear, actionable steps
High attention to detail with a commitment to precision and quality
Excellent written and verbal communication skills
Ability to manage multiple client engagements simultaneously
Strong judgment and discretion when handling sensitive client matters
Proactive, ownership-driven mindset with a bias toward action
Comfort operating in a fast-paced, high-accountability environment

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 strategy coordinationestate planning structuresinvestment vehiclescapital flowsproject managementtask trackingworkflow executionclient engagementrisk analysis

Soft Skills

organizational capabilitiescommunication skillsattention to detailjudgmentdiscretionproactive mindsetownership-drivenability to translate complex ideascollaborationquality control

Certifications

Series 65CFPCPAEACPWAJD