Philadelphia, Pennsylvania, United States · Hybrid
$95k–$125k/yr
About RWM Ritholtz Wealth Management is an RIA headquartered in New York City, with clients and employees nationwide. We've built something genuinely different in the wealth management space, a firm that combines institu…
Skills: Tax Planning, Individual Income Tax, Financial Planning, Tax-Loss Harvesting, Roth Conversions
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Develop and review comprehensive tax plans and multi-year projections for high-net-worth clients. Partner with wealth advisors to implement tax-efficient strategies and prepare annual individual income tax returns.
Requires 3–5 years of experience in public accounting or tax planning with a CPA, EA, or CFP certification. Must be detail-oriented and local to or relocating to the Philadelphia area.
Ritholtz Wealth Management is an RIA headquartered in New York City, with clients and employees nationwide. We've built something genuinely different in the wealth management space, a firm that combines institutional-grade investment management with an authentic media presence, a thriving community, and a culture people actually want to be part of.
Our tax practice is fully integrated into our wealth management offering, meaning our tax planners work hand-in-hand with advisors to deliver cohesive, proactive financial strategies, not just annual returns. As our client base continues to grow, we're adding an experienced Tax Planner to the team.
Our in-house tax team works directly with RWM's wealth management clients, sitting at the intersection of tax planning, financial planning, and investment strategy. This isn't a traditional accounting firm environment, our tax planners are active collaborators with advisors, helping clients navigate complex tax situations as part of a broader financial picture. The practice handles 700+ individual tax filings annually, along with ongoing tax projections, Roth conversion analysis, charitable strategies, income planning, and more. You'll have real impact on real client outcomes, and room to grow alongside a practice that's still scaling.
Veterans and military spouses are encouraged to apply.
We participate in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer’s Form I-9 to confirm work authorization.
Helping clients build their financial plans and investment portfolios
Ritholtz Wealth is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. See disclosures here: https://ritholtzwealth.com/social-media-disclosures/
Offices: 24 W 40th St, New York, 10018, US · 610 Newport Center Dr, Newport Beach, California 92660, US · 3501 Lake Eastbrook Blvd SE, Grand Rapids, Michigan 49546, US · 790 Frontage Rd, Northfield, Illinois, US · 220 N Green St, Chicago, Illinois 60607, US
Helping clients build their financial plans and investment portfolios
Ritholtz Wealth is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. See disclosures here: https://ritholtzwealth.com/social-media-disclosures/
Offices: 24 W 40th St, New York, 10018, US · 610 Newport Center Dr, Newport Beach, California 92660, US · 3501 Lake Eastbrook Blvd SE, Grand Rapids, Michigan 49546, US · 790 Frontage Rd, Northfield, Illinois, US · 220 N Green St, Chicago, Illinois 60607, US
