Pure Green Pest Control

Compensation

Full Description

Company- VESTED CORP We are a finance consulting company geared toward catering ultra high net worth individuals with a white-glove approach. Position Summary We are seeking a meticulous, Type-A Account Manager to serve as the primary relationship manager for our ultra-high-net-worth (UHNW) clients. Our boutique firm delivers a family-office style approach that integrates advanced tax planning, wealth strategies, and business advisory services. This is a remote, client-facing role for someone who thrives on precision. You must be an expert in managing dashboards and spreadsheets—updating them daily should feel second nature. Attention to detail is non-negotiable; if you aren’t borderline obsessive about accuracy, this isn’t the role for you. You will manage complex client portfolios, coordinate tax and business strategies, and ensure seamless execution across multiple stakeholders. As the central point of contact, you’ll deliver a concierge-level experience while enforcing strict accountability and flawless execution. Key Responsibilities Client Relationship Management • Serve as the primary liaison for UHNW clients, proactively managing relationships and anticipating needs. • Provide a concierge-level experience built on confidentiality, discretion, and responsiveness. • Translate complex tax and business strategies into clear, actionable recommendations. Strategic Project Management • Oversee execution of advanced tax planning, estate planning, and business structuring initiatives. • Collaborate with CPAs, attorneys, financial advisors, and strategists to implement solutions. • Ensure all deliverables, filings, and compliance deadlines are completed with absolute precision. Operational Oversight • Manage client accounts as multi-layered projects, tracking progress, identifying risks, and solving issues before they escalate. • Maintain and update Google Sheets dashboards and spreadsheets daily—accuracy and clarity are paramount. • Develop and enforce SOPs and workflows to guarantee efficiency and compliance. Research & Advisory Support • Identify tax-saving opportunities, entity structures, and advanced planning strategies. • Conduct legal, market, and financial research to support recommendations. • Stay current on changes in tax law, compliance rules, and regulations affecting UHNW clients. Qualifications Education/Certification • Bachelor’s degree in Accounting, Finance, Business, or related field required. • CPA, JD, CFP, or comparable credential strongly preferred. Experience • 3-5+ years in wealth management, tax planning, or family office services. • Proven track record working with HNW/UHNW clients. • Experience managing complex, multi-stakeholder projects in a remote work environment. Skills • Mastery of Google Sheets, Excel, CRMs, and project management tools (Asana, GSuite, etc.). • Ability to build, manage, and interpret dashboards with speed and accuracy. • Strong grasp of advanced tax strategies, estate planning, and entity structuring. • Exceptional communication and client service skills. Personal Attributes • Hyper-organized, detail-obsessed, and uncompromising on accuracy. • Comfortable enforcing structure and accountability with demanding clients and colleagues. • Professional, discreet, and polished in all interactions. • Entrepreneurial mindset with the discipline to thrive in a remote, high-pressure environment. Job Type: Full-time Pay: $70,000.00 - $85,000.00 per year Experience: • Account management: 3 years (Required) • Executive administrative support: 3 years (Preferred) • Financial concepts: 1 year (Preferred) Work Location: Remote