Job Title: Certified Public Accountant (CPA) – Tax & Financial Advisory
Company: Bridgewealth Advisory Group, LLC
Location: 986 W. Alluvial Ave. Suite 101. Fresno, CA 93711
Employment Type: Full-Time
About Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group is a growing financial services firm dedicated to helping individuals and businesses achieve long-term financial success. We provide comprehensive wealth management, tax planning, and strategic financial guidance tailored to each client’s unique goals.
Position Overview
We are seeking an experienced and client-focused Certified Public Accountant (CPA) to provide tax and financial advisory services to our clients. This role is ideal for a professional who enjoys building relationships and delivering proactive, high-impact financial guidance.
Key Responsibilities
- Develop and implement tax-efficient strategies for clients
- Provide ongoing financial advice aligned with clients’ wealth goals
- Collaborate with financial advisors to deliver integrated planning
- Stay current on tax laws, regulations, and compliance requirements
- Communicate complex financial concepts clearly to clients
- Identify opportunities for tax savings and financial optimization
Qualifications
- Active CPA license (required)
- 3+ years of public accounting or advisory experience preferred
- Strong knowledge of federal and state tax regulations
- Experience working directly with clients
- Excellent communication and interpersonal skills
- Detail-oriented with strong analytical abilities
Preferred Skills
- Experience with high-net-worth individuals or small business clients
- Financial planning or advisory experience
- Familiarity with tax and accounting software
What We Offer
- Competitive compensation and performance-based incentives
- Opportunities for professional growth and development
- Collaborative and client-focused work environment
How to Apply
Please submit your resume and a brief cover letter outlining your experience and interest in the role.
Pay: $50,000.00 - $125,000.00 per year
Benefits:
- 401(k) matching
- Financial planning services
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
Work Location: In person
