Tax Advisory Analyst | Multi-Family Office
Listed on 2026-02-01
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Finance & Banking
Financial Analyst, Financial Consultant -
Business
Financial Analyst
Tax Advisory Analyst | Multi-Family Office
A well-established financial planning and advisory firm in Charlotte, North Carolina, is seeking a Wealth Analyst to join its collaborative, team-driven environment. This role supports senior advisors across core planning and analytical functions, and offers broad exposure to the firm’s wealth planning process.
The ideal candidate is analytical, detail-oriented, and comfortable working in Excel and Power Point , with an interest in building a long-term career in wealth management. The firm is open to candidates at varying stages, from strong, recent graduates to experienced professionals looking for stability, mentorship, and meaningful work in a non-sales setting.
Key Responsibilities- Support tax and strategic wealth planning for UHNW clients
- Build and maintain financial models, spreadsheets, and analyses
- Prepare clear, data-driven presentations and materials
- Work closely with senior team members on planning and research initiatives
- Strong analytical and quantitative skills
- Advanced Excel proficiency and solid PowerPoint skills
- Self-directed, curious, and comfortable owning work
Base salary with generous incentives and strong benefits. Local candidates only.
Seniority levelAssociate
Employment typeFull-time
Job functionFinance, Analyst, and Strategy/Planning
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