Operations Associate at Ritholtz Wealth Management

Ritholtz Wealth Management, a dynamic and rapidly expanding wealth management firm based in New York City, is on the lookout for motivated individuals passionate about building a career in the finance industry. As a forward-thinking Registered Investment Advisory (RIA) firm, we pride ourselves on our innovative approach to investing, our comprehensive content and media presence, including six weekly podcasts on The Compound - YouTube, and our commitment to exceptional client service.

Many clients started as followers of the firm’s substantial media and content footprint, which includes weekly podcasts that can be viewed on The Compound - YouTube.

Our team members are integral to shaping the future of investing, enjoying the benefits of working within a collaborative and energetic environment. We leverage top-tier content, cutting-edge technology solutions, and proven investment strategies to deliver superior client outcomes, consistently seeking new opportunities to enhance our offerings and make our mark within the industry.

Role: The Tax administrator will be part of a growing tax division within a thriving and fast-growing wealth management firm with nearly unlimited potential for future growth. The candidate must be curious, creative, client service oriented, and a team player, able to work with a variety of clients.

This candidate will act as a point of contact for assigned key relationships. Excellent written and verbal communication skills are a must, as this role determines a significant part of the client experience. Learn more about our Tax practice here!

Location: Hybrid role with regular travel to our Ambler, PA office. Applicants must be located in or near Philadelphia.

A Day in the Life of a Tax Admin:

• Coordinate receipt and delivery of tax electronic organizers, returns, and payments with clients and team members
• Lead tax team efforts in on-time electronic filing submissions and tracking completed tax returns
• Assist with the preparation and completion of client tax returns and reports
• Provide client support and customer service on day-to-day issues with clients by responding both orally and via written communication
• Maintain CRM system to ensure all data is correct and accurate
• Provide administrative support (answer telephones, prepare correspondence, maintain files, etc)
• Upload documents to our internal and external websites, document storage drives, and other software as needed
• Perform accounting tasks: transaction categorization, reconciliation, and validation
• Handle accounts payable and receivable, vendor management, and invoice issuance

This opportunity is a good fit if you:

• Are organized, and nothing falls through the cracks on your watch
• Enjoy solving problems, taking on new challenges, and finding creative solutions
• Think on your feet and love learning new things
• Are motivated, driven, and always volunteering for new challenges
• Are comfortable collaborating with diversified teams and roles
• Possess strong analytical and organizational skills
• Process-driven and at ease with technology
• Write well, speak eloquently, and can explain just about anything to anyone

What is great about us? We offer fantastic perks and benefits such as:

• Great company culture
• We embrace diversity and inclusion
• Remote/Work from home
• Comprehensive Benefits package
• 401k with match
• Generous time off
• Paid Parental Leave
• Support for Community Volunteering

Check out some of our footprints:

The Compound - The Compound brings you the latest in business, investing, economics, finance, and more! Michael Batnick, Josh Brown, Barry Ritholtz, Ben Carlson and the rest of the gang upload new videos weekly!

Animal Spirits - A podcast about markets, life & investing with Michael Batnick & Ben Carlson

Future Proof - Wealth Management festival held beachside in Huntington Beach, California

Compensation: Based on qualifications and relevant experience.

How do we stay compliant?

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.

Benefits:

• 401(k)
• 401(k) matching
• Dental Insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Ability to commute/relocate:

• Philadelphia, PA: Be able to travel to New York City as required several times per year

Experience:

• 2+ years of experience in related positon in the tax or financial services sector
• Proficient in MS Office, Salesforce (or equivalent client resource manager), Quickbooks, Word, Excel. Intuit Lacerte is a plus.
• Ability to thrive in a collaborative, team environment