Teams at Ritholtz Wealth Management

Develop and review client tax plans and projections, assist with individual income tax filings, collaborate with advisors on tax strategies, verify billing invoices, and prepare or review financial statements and reporting packages. The role requires strong organization, communication, problem-solving, tax expertise, and comfort learning professional software in a remote or hybrid environment.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.