【仕事内容】
【職務概要】
富裕層ビジネスにおいて、ウェルスマネジメントの観点から事業承継や資産管理会社の立ち上げなどの局面において税理士資格特有のご知見を活かし、主に下記業務にてご活躍頂きます。
【職務詳細】
・個人の相続や資産承継のコンサルタント
・事業主の承継対策についてのアドバイザリー
・土地の有効利用にかかるアドバイザリー
・営業社員のサポートのため、同社社員帯同によるウェルス層への訪問
※一部出張もありますが、出張が難しい方は考慮致します。
【同ポジションの魅力】
・単に会計処理の業務ではなく、富裕層の資産管理のアドバイザリーを行って頂きます。
・税理士の方の中では稀有なキャリア(証券会社におけるアドバイザリー経験)を積むことができるため、将来のキャリア展開の幅が広がります。(例えば将来の開業に備え、富裕層向けのアドバイザリー経験は必ず役に立ちます)
■兼業について
現に税理士事務所を開業されている方:日中は同社の業務に従事頂きますが、同社勤務時間外の活動につきましては、ご相談させて頂きます。
【業務内容変更の範囲】
同社業務全般
【求める人材】
【必須】
・税理士資格保有者
【尚可】
・会計事務所・税理士事務所等で、当該業務の経験がある方
・証券税制にかかるご知見をお持ちの方
【給与】
年収:600万~1200万程度
月給制:月額420000円
給与:‐
賞与:年2回(6月、12月)
昇給:年1回(7月)
【勤務地】
東京都中央区日本橋室町2-2-1室町東三井ビルディング
東京メトロ銀座線・半蔵門線「三越前」駅直結(A6番出口)
JR総武線快速「新日本橋」駅直結(A6番出口)
勤務地変更の範囲:勤務地からの変更はなし
【勤務時間】
8時40分~17時10分
【雇用・契約形態】
契約期間:無期
試用期間:有(6ヶ月)
【待遇・福利厚生】
通勤手当、時間外手当、会社寮、借上社宅、住宅資金利子補給、従業員持株会、健保組合の保養所、社内人材公募制度、退職金制度、資産形成制度(従業員持株会、財形貯蓄制度、確定拠出年金マッチング拠出制度)
喫煙情報:敷地内禁煙
【休日・休暇】
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