Fractional Tax

2 settimane fa

Bardi, Italia Founders Factory A tempo pieno

A consulting startup is seeking a part-time wealth planner to design tax and succession scenarios, validating outputs through market discovery, and contribute to AI solutions.This role requires 5+ years of experience in wealth planning, strong communication, and expertise in translating complex tax rules.Located in Milan or remote (EU time zones), the position offers a competitive rate with potential for equity after financing.#J-*****-Ljbffr

  • Fractional Tax

    2 settimane fa

    Bardi, Italia Founders Factory A tempo pieno

    Engagement: Fractional (part time) consulting for the first months, with path to full-time post-financingStart: ASAPLocation: Milan or Remote (EU time zones)About 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...

  • Fractional Wealth Planner: Tax

    1 settimana fa

    Bardi, 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...

  • Fractional Tax

    2 settimane fa

    Bardi, Italia Story Terrace Inc. A tempo pieno

    A progressive AI financial consulting firm is seeking a founding wealth planner to develop tax and succession planning scenarios.You will collaborate closely with wealth managers to translate real-world cases into AI insights, shaping data models and product features.The role starts as a part-time consultant with a path to full-time and equity options after...

  • Fractional Tax

    2 settimane fa

    Bardi, Italia Founders Factory A tempo pieno

    Engagement:Fractional (part time) consulting for the first months, with path to full-time post-financingStart:ASAPLocation:Milan or Remote (EU time zones)About 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...