Company Description
· Established in 1985 and currently expanding with exciting growth opportunities
· Comprehensive service offerings including tax planning, preparation, and wealth management strategies
Job Description
· Manage a portfolio of high-net-worth clients directly, serving as their trusted financial advisor
· Lead year-end tax planning meetings to optimize client outcomes and ensure strategic financial positioning
· Review and oversee tax returns prepared by staff members, ensuring accuracy and compliance
· Mentor and develop team members, providing guidance and leadership to support professional growth
· Serve as a customer-facing representative, leveraging strong communication skills to build and maintain client relationships
· Act as a strategic advisor to business owners and high-net-worth individuals on tax and wealth management matters
Key Requirements
· CPA or Enrolled Agent (EA) designation required, or must be near completion of certification
· 7–10+ years of experience in public accounting, tax, or wealth management
· Bachelor's degree (BS) required
Additional Information
- All your information will be kept confidential according to EEO guidelines
- All applications must be accompanied by a resume and contact information
- Please forward your resume to Harry Abt and reference job #10778HA
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person
