Fractional Tax

4 ore fa

Via Milano, Italia Founders Factory A tempo pieno

1 day ago Be among the first 25 applicants 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 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 fragmented workflows with a conversational AI co‑pilot that enables clarity, compliance, and scale. We’re now assembling a founding team to build the future of AI‑native wealth advisory. The venture has some initial pre‑seed funding from Founders Factory, and an experienced, passionate co‑founding team (CEO and CTO), as well as the full time build team from Founders Factory. Why this role exists Waypoint’s mission is to empower wealth managers, financial consultants & private bankers to give personalized, timely and holistic financial, succession planning & tax advice to customers – at scale. As a founding wealth planner, you’ll translate real‑world planning cases (succession structures, holding/trust/foundation setups, donations, family agreements, insurance wrappers, liquidity events, residence/tax domicile issues, etc.) into scenarios our AI will use to generate insights, recommendations, and client‑ready narratives. Your expertise will shape our data models, product features, and go‑to‑market with banks, private banks, and financial consultants. What You’ll Do (first 6–12 Months) Design the scenario engineDefine and prioritize a library of high‑impact tax & succession planning scenarios (e.g., holding/fiduciary/trust/foundation structures; intergenerational transfers; donations; family agreements and governance; donations/advances; residence changes; insurance wrappers; liquidity events; administered vs. managed

  • Fractional Tax

    2 giorni fa

    Milano, Lombardia, 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:*ASAPAbout WaypointWaypoint 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 ore fa

    Via Milano, Italia Founders Factory A tempo pieno

    1 day ago Be among the first 25 applicantsLocation: Milan or Remote (EU time zones)Engagement: Fractional (part time) consulting for the first months, with path to full-time post-financingStart: ASAPWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling,...

  • Fractional Wealth Planner

    2 settimane fa

    Milano, Italia Story Terrace Inc. A tempo pieno

    A financial technology firm is looking for a wealth planner to help define tax and succession planning scenarios for their AI platform.The ideal candidate has over 5 years of experience in wealth management or tax advisory.This role starts on a part-time basis with potential conversion to full-time.Strong communication skills and a founder mindset are key,...

  • Fractional Wealth Planner

    2 settimane fa

    milano, Italia Story Terrace Inc. A tempo pieno

    A financial technology firm is looking for a wealth planner to help define tax and succession planning scenarios for their AI platform. The ideal candidate has over 5 years of experience in wealth management or tax advisory. This role starts on a part-time basis with potential conversion to full-time. Strong communication skills and a founder mindset are...

  • Fractional Wealth Planner

    5 ore fa

    Via Milano, Italia Founders Factory A tempo pieno

    A financial technology startup is seeking a Wealth Planner to design tax scenarios for its AI platform. The role involves 5+ years of experience in wealth management, creating structures for effective client insights. Responsibilities include conducting market validation, collaborating with technical leaders, and overseeing scenario development. Initially a...

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    2 settimane fa

    Milano, 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-financingStart: ASAPAbout WaypointWaypoint 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...

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    6 giorni fa

    Milano, 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-financingStart: ASAPAbout WaypointWaypoint 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...

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    1 settimana fa

    Milano, 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

    Milano, Italia Founders Factory A tempo pieno

    Get AI-powered advice on this job and more exclusive features.LocationMilan or Remote (EU time zones)EngagementFractional (part time) consulting for the first months, with path to full-time post-financingStartASAPAbout WaypointWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families.By...

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    2 settimane fa

    Milano, 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-financingStart:ASAPAbout WaypointWaypoint 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...