Fractional Tax

2 settimane fa

Bardi, 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-*****-Ljbffr

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    Bardi, 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...