Associate Vice President, Client Engagement

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🕒 May 20

🏄 California – Remote

🏄 California – Remote

💵 $85k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Vice President

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Tax Alchemy

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💸 Finance

🏠 Real Estate

🤝 B2B

Finance • Real Estate • B2B

Tax Alchemy is a tax strategy and advisory firm that teaches business owners, entrepreneurs, and real estate investors how to significantly reduce their tax bills through advanced, IRS-compliant planning and hands-on implementation. The company specializes in entity structuring, cost segregation, depreciation strategies, 1031 exchanges, tax-advantaged retirement planning, and comprehensive tax strategy analysis, and it provides ongoing execution support, tax filing for advisory clients, and training for CPAs. Tax Alchemy targets high-income individuals and businesses with flat-rate advisory engagements and a guarantee that clients will save more than the fee paid.

📋 Description

• 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

• 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

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