Job Description

Are you a Certified Public Accountant with a passion for tax planning and wealth management? This is your opportunity to join an elite team of professionals dedicated to helping individuals, families, and institutions achieve their financial goals. As a key player in our firm, you’ll enhance our Tax Planning, Financial Planning, and Wealth Management services while working closely with other trusted advisors, all within a collaborative and supportive environment that values your expertise and contributions.

Qualifications:

• 3-5 years of relevant experience, preferably with an Accounting Firm in personal tax preparation
• Leadership experience in managerial or operational roles
• Extensive knowledge in personal and small business tax, charitable gifting, tax-efficient cash flow planning, and wealth transfer solutions
• Proficiency in Financial Planning software platforms and Microsoft Office applications
• Excellent interpersonal and communication skills, both verbal and written

Education:

• Bachelor's Degree (Required)
• Current CPA designation (Required)
• Series 65 or 66 license (Preferred)

Key Responsibilities:

• Enhance Tax Planning, Financial Planning, and Wealth Management service offerings
• Assist Relationship Managers with client-facing communication
• Conduct detailed tax document reviews
• Lead internal knowledge-building seminars
• Train associates on technology solutions and firm best practices
• Foster collaboration between CPAs, Estate Attorneys, and other professionals
• Engage in company events and client activities to strengthen relationships
• Adhere to company and compliance policies and procedures

Ideal Candidate Qualities:

• Portable Book of Business (85% buyout)
• Proactive, problem solver with a collaborative mindset
• Strong leadership and management skills
• Excellent organizational abilities and attention to detail
• Flexible and adaptive to new technologies and processes
• Ambitious and driven to enhance the client wealth management experience

Benefits:

• Competitive Base Salary and Incentive Package (Total Compensation estimated in the $100k range)
• 85% Buyout of Portable Book of Business
• 401(k) with matching
• Profit Sharing
• Comprehensive Medical, Vision, and Dental coverage
• Paid Time Off (PTO)

If you're a motivated CPA eager to make a difference in the lives of our clients and grow within a dynamic team, we want to hear from you! Apply now to join our firm and take the next step in your career.

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.   JOB ID : 143487 #post

Allison O'Leary Creason

Job Tags

Flexible hours,

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