Job Description

We are seeking a skilled and experienced Certified Public Accountant (CPA) to join our team on a permanent seasonal basis. As a CPA in our wealth management company, you will play a crucial role in ensuring the accuracy and compliance of financial records, tax planning, and wealth management strategies for our clients.

Key Responsibilities:

• Tax Planning and Compliance:
  • Collaborate with clients to understand their financial goals and develop tax-efficient strategies.
  • Prepare and review tax returns, ensuring compliance with relevant regulations.
  • Stay updated on changes in tax laws and regulations to provide accurate and up-to-date advice.
• Financial Analysis:
  • Analyze financial statements and reports to identify areas for improvement and optimization.
  • Provide insights and recommendations to clients on wealth management strategies.
• Client Relationship Management:
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Communicate effectively to explain complex financial concepts and strategies in a clear and concise manner.
• Collaboration:
  • Work closely with other team members, including financial advisors and investment professionals, to provide comprehensive wealth management solutions.
  • Contribute to team discussions and share expertise to enhance overall service quality.

Qualifications:

• Certified Public Accountant (CPA) designation is required with 5+ years of experience.
• Proven experience in tax planning and compliance, preferably in a wealth management or financial advisory setting.
• Strong understanding of financial markets, investment strategies, and wealth management principles.
• Excellent communication skills, both verbal and written.
• Detail-oriented with a commitment to accuracy and compliance.

Benefits:

• Competitive pay commensurate with experience.
• Collaborative and dynamic work environment.

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