Top 29 Cpa Jobs in Waterloo, Ia

Investment Portfolio Manager/Financial Planning Analyst
Hubbard Financial Group - Northwestern Mutual —Waverly, IA
- $77,560.48 - $150,000.00 a year
- Full-time
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
14d
UI Staff Auditor - Iowa Board of Regents
University of Northern Iowa —Cedar Falls, IA
- $55,000 - $70,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
Internal Auditor II
Jack Henry —Cedar Falls, IA
- $48,350 - $78,000 a year
- Full-time
- Hybrid work
- CPA
- PMP
- Research
5d
Special Assistant to the Vice President for Financial Innovation
Wartburg College —Waverly, IA
- CPA
- Finance
- Analysis skills
Tax Manager
LattaHarris, LLP —Grundy Center, IA
- $80,000 - $150,000 a year
- CPA
- 5 years
- Office
- Paid holidays
- Disability insurance
Advisory
ITC WORLDWIDE —Waterloo, IA
- CPA
- Bachelor of Science
- Mid-level
Quick Apply
Sr. Analyst, Cost Accounting
MasterBrand, Inc. —Waterloo, IA
- Full-time
- Oracle
- Microsoft Outlook
- CPA
Quick Apply
FBI Special Agent: CPA/Accounting/Finance Expertise
Federal Bureau of Investigation —United States
- $103,263 - $133,200 a year
- Full-time
- Doctoral degree
- CPA
- Master's degree
Director of Accounting
CFO's Domain Client —United States
- $200,000 - $230,000 a year
- Contract
- Remote
- CPA
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Tax Strategist
Polston Tax Resolution & Accounting —United States
- $80,000 - $120,000 a year
- Remote
- CPA
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
Case Strategist Sales Representative
Polston Tax Resolution & Accounting —United States
- $100,000 - $150,000 a year
- Full-time
- Remote
- CPA
- Mid-level
- Bachelor's degree
- Paid holidays
- Disability insurance
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ACCOUNTING SPECIALIST
GOODWILL INDUSTRIES OF NORTHEAST IOWA, INC. —Waterloo, IA
Bachelor’s degree in, Accounting, Business, Human Resources or related field or experience in field replaces degree requirement; 2 years of full-time paid…
Quick Apply
6d
Internal Auditor II
Jack Henry —Cedar Falls, IA
A relevant professional certification (CISA, CISSP, CFE, CISM, CRISC, CGEIT, CIA, PMP, CITP, or CPA). Perform root cause analysis to understand gaps and provide…
$48,350 - $78,000 a year
5d

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Project Manager - Accounting
Columbus Metropolitan Housing Authority. —Columbus, OH
Knowledge of: generally accepted accounting principles (GAAP); Low Income Housing Tax Credit (LIHTC) including 8609 Tax Credit Cost Certification filings and…
$82,000 - $87,000 a year
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Assistant Controller
Nuvo Packaging —Columbus, OH
A CPA (or active progress toward certification), a master's degree, experience with manufacturing costing, inventory accounting, weighted average costing,…
From $80,000 a year
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13d

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cpa jobs near waterloo, ia

Investment Portfolio Manager/Financial Planning Analyst

Hubbard Financial Group - Northwestern Mutual
Waverly, IA

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Job Details

Full-time
$77,560.48 - $150,000.00 a year
14 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Volunteer time off
Flexible schedule
Bereavement leave
Life insurance
Retirement plan

Qualifications

Teamwork
Series 6
Interpersonal skills
Attention to detail
Securities Industry Essentials
Customer relationship management
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Hubbard Financial Group, a comprehensive Wealth Management and Financial Planning firm, affiliated with Northwestern Mutual in Waverly, IA is expanding.

Primary responsibilities include:

· Investment analysis - Build and monitor portfolios - Review performance and rebalance assets as necessary

· Financial Planning Analysis, including Tax Planning, Estate Planning and Wealth Management

· Conduct portfolio analysis, market research and economic forecasting

· Identify investment opportunities and risks

· Collaborate with analysts, traders, and financial advisors.

· Meet with clients to review portfolio performance and adjust strategies.

· Prepare performance reports and investment recommendations

· Help maintain client relationship management and service

· Working within a collaborative team environment for the benefit of our clients

· Strong communication with teammates, clients, and vendors, which includes email, phone, and in-person meetings

· Responsible for public communication on investment, financial planning, and economic conditions, updates and thought leadership

Ideal candidate will have:

· Several years experience in the financial services industry and/or tax/economic industry

· Insurance and securities licenses required (will need to have/obtain the following: Life/Health, SIE, Series 6, 63 & 7)

· Prefer CPA, CFP, or CFA or similar industry designation/education

· Qualified candidate should possess an aggressive “can-do” attitude and have proven ability to work independently and have entrepreneurial spirit

· Ability to work in a fast-paced environment, and work a flexible schedule, including early mornings or after 5:00

· May include some travel

· Analytical skills with strong attention to detail

· Team player with direct access to decision makers

· Excellent verbal and written communication skills

· High ethical, compliance, and confidentiality standards are a must

Competitive base salary dependent upon experience, as well as incentive compensation and flexible benefits package available. Hubbard Financial Group offers a great team environment and the opportunity to work with top notch clients.

Applicants should direct resumes and inquiries to Angie Hubbard – [email protected], 2020 3rd Ave NW Ste A, Waverly, IA 50677, or by calling 319.352.4589.

Pay: $77,560.48 - $150,000.00 per year

Benefits:

401(k) matching
Bereavement leave
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance
Volunteer time off

Work Location: In person

Quick Apply

Refine Your Search

cpa jobs in waterloo, ia

Investment Portfolio Manager/Financial Planning Analyst

UI Staff Auditor - Iowa Board of Regents

Internal Auditor II

Special Assistant to the Vice President for Financial Innovation

Tax Manager

Advisory

Sr. Analyst, Cost Accounting

FBI Special Agent: CPA/Accounting/Finance Expertise

Director of Accounting

Tax Strategist

Case Strategist Sales Representative

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