Careers

Please review our openings and if you qualify you can apply directly

Please note: We do a full background and credit check as well as a full ethics, regulatory and complaint check. We will only accept a new team member with a 100% clean record.

When you click apply - you will be taken to an assessment for the position. Upon completion we will review and will be back with you if the assessment meets our requirements

Estate Planning Lawyer

Three years minimum experience in developing high level estate and asset protection plans. You will be designing multi-tiers LLCs, DAPTs, NAPTs, offshore trusts, as well as tax efficient estate plans covering portability as well as IDGTs, CRTs, GRITS, GRATS, GRUTS and ILITs.

CPA or EA

Three years minimum in working in high income and net worth clients in advanced tax strategies. This would include Pro-Active Tax Planning in all types of trusts, multi-tiered LLCs, as well as advanced accounting strategies. This would include, R&D tax credits, cost segregation, deferred and accelerated depreciation methods, debt and offset strategies as well as CRTS, Foundations, GRITS, GRATS, IDGTs, ILITs. You will need to show proficiency in not only tax planning but also basic skills in filing 1040's, 1120, 1120-s, 1041s, 5500, 5227s, and 1065s

Financial Planner

Three years minimum experience in both linear and bell curve planning strategies. You must possess skills in advanced tax planning such as muli-tiers LLCs, CRTS, Foundations, as well as show you can operate in all Five Levels of Advanced GAMMA planning and structuring. Experience in eMoney as well as Tax Planner Pro is a plus but not a requirement.

Financial Planners Assistant

Five years experience minimum. You must be able to show the ability to gather the proper data for the population of a tax plan, a financial plan, tax preparation as well as entering basic data to eMoney for plan creation.

Relationship Manager

Three years experience minimum as either a Para-Legal, FPA, Project Manager or Client Service Manager. You will be required to coordinate the tax department, the legal department and the financial planners departments with clients and assure clients have white glove service. This might be the most important position in the firm as your position is to cater to every client need and connect the clients with the team.

H&H Retirement Design and Management, Inc. is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. H&H Tax and Business Advisors, LLC. is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. Please visit HHTBA.Com for specific services related to H&H Tax and Business Advisors, LLC. Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II) This site is published for residents of the United States only. Investment Advisor Representatives of H&H Retirement Design and Management Inc may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. One Wealth Map is a holding company for multiple related companies under the One Wealth Map Brand. H&H Retirement Design and Management, Inc, H&H Tax and Business Advisors, LLC, Integrated Wealth Management, LLC, Asset and Income Protections Services, LLC.