Fractional Tax

5 giorni fa

WorkFromHome, Italia Story Terrace Inc. A tempo pieno

A financial technology startup is seeking an experienced Wealth Planner to join their founding team. This role involves defining tax and succession planning scenarios and mapping workflows for AI. Ideal candidates have over 5 years of experience in wealth planning and a strong understanding of family governance. The position offers part-time consulting with the potential to transition to full-time with equity options. Fluency in Italian and English is required, and the role can be remote or based in Milan.#J-18808-Ljbffr

  • Fractional Tax

    1 settimana fa

    WorkFromHome, Italia Founders Factory A tempo pieno

    Location Milan or Remote (EU time zones) Engagement Fractional (part time) consulting for the first months, with path to full-time post-financing Start ASAP About Waypoint Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling, and reporting, we replace...

  • Fractional Tax

    5 giorni fa

    WorkFromHome, Italia Story Terrace Inc. A tempo pieno

    Location: Milan or Remote (EU time zones) Engagement: Fractional (part time) consulting for the first months, with path to full‑time post‑financing Start: ASAP About Waypoint Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling, and reporting, we...

  • Fractional Tax

    5 giorni fa

    WorkFromHome, Italia Founders Factory A tempo pieno

    Get AI-powered advice on this job and more exclusive features. Location Milan or Remote (EU time zones) Engagement Fractional (part time) consulting for the first months, with path to full-time post-financing Start ASAP About Waypoint Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their...

  • Fractional Wealth Planner: Tax

    5 giorni fa

    WorkFromHome, Italia Founders Factory A tempo pieno

    An innovative venture studio is seeking a founding wealth planner to design a scenario engine for wealth management. This role involves developing tax and succession planning scenarios and collaborating with an experienced team to create AI-driven insights. The position offers part-time consulting with potential for full-time conversion and equity after...

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    1 settimana fa

    WorkFromHome, Italia Founders Factory A tempo pieno

    A leading consulting venture is seeking a founding wealth planner to design an AI platform for high-net-worth individuals. This part-time role requires 5+ years in wealth planning and a proven ability to translate complex cases into AI-readable scenarios. The ideal candidate will have a founder mindset, strong succession planning expertise, and a network in...