Career Opportunities

Now Hiring: Experienced Financial Advisor and Tax Advisor (Seasonal 2022)

Seeking an Experienced Financial Advisor

Montgomery Taylor Wealth Management is an established financial advisory firm serving clientele in northern California from our office in Santa Rosa, California.  We are in the family wealth management business focusing on high net worth individuals, families, and business owners.  Through a planning process built on integrity, knowledge, and attention to every last detail, we seek to guide and inform our clients to successfully navigate the various phases of financial and wealth management.  We have been serving this area and market niche for 19 years and we have a constantly evolving succession plan in place to ensure that we’ll be here 50 years from now.

This is a special opportunity unlike most in the financial services industry.  First, our firm is completely independent, so our loyalty belongs exclusively to our clients.  Second, we offer a competitive compensation structure (salary and benefits) and an equity ownership track for employees who demonstrate hard work and leadership characteristics and support the long-term goals of our firm.  You will be a member of a collaborative and supportive team of strong individuals, all working hard to help grow a successful and multigenerational business.  At Montgomery Taylor Wealth Management, you won’t “own a job” or be building your own practice; this is not an eat-what-you-kill position, and we’re not that kind of a firm.

If you are a financial advisor with five or more years of experience and an established client base, we encourage you to contact us and explore an opportunity with our firm.  All inquiries will be held in strict confidence.  At a minimum, candidates should be able to bring the following assets to the firm:

  • Five years of experience working with high net worth individuals/families and business owners
  • Awareness of financial planning issues related to managing wealth 
  • Bachelor’s degree and Series 65/66 or CFP designation
  • Familiarity with portfolio management, including tactical asset allocation, traditional and nontraditional asset classes, and various investing styles is a minimum requirement. We prefer sophisticated estate planning, tax planning, education planning, and insurance planning knowledge, as well as strong knowledge of the stock market and macroeconomic trends
  • Attention to detail; strong organizational skills; ability to complete work in a timely, accurate and thorough manner
  • Must be personable and punctual, and a problem solver
  • Clean disciplinary record

Advisors who meet the above criteria may inquire confidentially about this opportunity by submitting a cover letter and resume to Rachel@montgomerytaylorwealth.com

Tax Advisor, Seasonal 2022

Montgomery Taylor, CPA, is seeking experienced seasonal Tax Advisor to join our team for the 2022 tax season (January – April 2022).

Montgomery Taylor, CPA is the tax services branch of Montgomery Taylor Wealth Management, Santa Rosa-based firm serving the greater Sonoma County area. Our team of financial advisors, certified public accountants and estate planning attorneys provide integrated financial advice to simplify our clients’ life and maximize their opportunities.

Primary Responsibilities:

  • Prepare and review individual, fiduciary, C corporation, S corporation, and partnership income tax returns
  • Assist business clients with year-end adjustments and informational reporting (forms 1099, business personal property declarations)
  • Assists with customized tax advisory services and work closely with other tax team members to identify and research complex tax issues
  • Maintain strong relationships with clients through ongoing communication and exceptional service
  • Performs other duties as assigned

Qualifications

  • 3-5 years of experience in public accounting, preferably tax
  • CPA, EA, MS Tax, or equivalent experience
  • Experience with Lacerte is a plus

Compensation 

Hourly rate is commensurate with experience

For more information about our company, please visit our website www.MontgomeryTaylorWealth.com 

If you’re interested in this opportunity, please send your resume and letter of interest to Rachel@MontgomeryTaylorWealth.com.