Vice President, Aperio Wealth and Tax Strategist

San Francisco, USA
Dec 01, 2021
Dec 15, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

About this role

About Aperio

At Aperio (part of BlackRock), our strategies are designed to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.

At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.

About this Role

We are adding to our staff and are looking for a Tax Economist.

Key Responsibilities
  • Provide subject matter expertise, both internally and externally, around the intersection of investing, taxes and estate planning
  • Framing of options and solution set
  • Provide internal and external thought leadership on estate planning topics
  • Participate in internal and external webinars and events
  • Interact with portfolio management, research, business development and clients
  • Stay current on proposed and actual changes in tax legislation and planning developments
  • Coordinate with outside experts
  • Interface with internal and external clients
  • Ability to proactively brainstorm around issues clients may face
  • Train others in the areas mentioned above

  • JD, CPA, CFA, CFP, or experience as a wealth advisor a plus
  • Minimum five years in a law firm, public accounting, wealth management or similar roles
  • Expertise in the following areas:
    • Wealth transfer planning strategies
    • Income tax strategies
    • Trust structures
    • Estate planning
    • Charitable giving and philanthropy
    • Retirement planning
  • Strong knowledge in the following areas:
    • Asset allocation
    • Asset location
    • Portfolio theory
    • Risk
  • Excellent written and verbal communication and listening skills
  • Ability to engage with a client and their ecosystem including hearing their goals and creatively brainstorming on solutions
  • Strong financial modelling skills

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit | | Instagram: @blackrock | Twitter: @blackrock | LinkedIn:

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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