Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
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Job Information

Robert Half Associate Wealth Tax Advisor at Thriving RIA in Menlo Park, California

Description

Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Join our client, a thriving advisory and wealth management firm boasting approximately $5 billion in assets under management, as an Associate Tax Wealth Advisor based in Menlo Park.

This role offers a hybrid work model, providing a competitive salary and bonus structure. Dive into a dynamic environment where you'll have the opportunity to grow your career while making a meaningful impact on clients' financial success.

Some Responsibilities of an Associate Tax Wealth Advisor include:

  • Prepare meeting materials including agendas, reports, and analyses.

  • Manage the firm's portfolio accounting and performance reporting system.

  • Help execute client recommendations.

  • Create financial projections using advanced Excel models.

  • Aid advisors in assessing client financial strategies through thorough research and analysis in investment, tax, estate, and financial planning areas.

  • Conduct in-depth research on investment strategies, tax planning, estate planning, regulations, and market trends.

    Requirements

  • 2-5 years of experience in individual tax return preparation

  • Preferred qualifications include CPA, CFA, CFP, or similar designations

  • Ideally on the path to CFP certification and have experience at another RIA

  • Proficiency in Excel and strong quantitative skills for financial analysis model development

  • Excellent communication skills, particularly in client interactions

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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