Sirius Wealth Management is seeking an experienced Certified Public Accountant (CPA) to establish a strategic professional relationship alongside our team of financial advisors and wealth management professionals.
This opportunity is ideal for an independent CPA who values collaboration, comprehensive planning, and delivering exceptional outcomes for clients. The selected CPA will maintain complete ownership and independence of their accounting practice while working alongside Sirius Wealth Management to provide coordinated planning solutions for mutual clients.
At Sirius Wealth Management, we believe every financial decision impacts another. Through our ALTER Your Outcome™ planning framework, we integrate investment management, retirement planning, tax planning, estate planning, risk management, and business planning into a coordinated strategy designed to help clients make more informed financial decisions.
The CPA will serve as a trusted tax professional resource for referred clients while maintaining full independence over their accounting, tax preparation, and advisory services.
Areas of collaboration may include:
- Individual tax planning and preparation
- Business tax planning and compliance
- Retirement income planning
- Roth conversion analysis
- Tax-efficient withdrawal strategies
- Required Minimum Distribution (RMD) planning
- Social Security and Medicare tax considerations
- Capital gain and loss planning
- Estate and trust tax considerations
- Business succession planning
- Small business consulting
- Entity selection and structure analysis
- Multi-generational wealth transfer planning
- Quarterly tax projections and planning
The ideal candidate values long-term relationships, proactive planning, and a collaborative approach to helping clients achieve their financial goals.
This opportunity is not an employment position. The CPA will remain an independent business owner and professional while working alongside Sirius Wealth Management as a trusted strategic resource for mutual clients.
Pay: $50,000.00 - $999,999.00 per year
Education:
Experience:
- Accounting: 10 years (Required)
License/Certification:
- CPA (Required)
- Enrolled Agent (Preferred)
Work Location: In person
