Advisor (Tax CPA)
Company: Accounting Career Consultants
Location: Saint Louis
Posted on: September 27, 2024
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Job Description:
Job DescriptionJob DescriptionWhy is This a Great Opportunity?
If you are a CPA with tax planning and strategy experience looking
for a positive change, this could be a tremendous opportunity for
you. Join a top performing Wealth Management team as an Advisor to
provide top tier consultative services to a well established
clientele. No previous wealth management experience required, just
a strong tax planning background and CPA with a desire to serve at
a very high level. Job Description Work with Partnership group and
Senior Advisors to learn, understand and advise on all aspects of
the team business as it pertains to family and business wealth
management planning. Participate in meetings from initial prospect
to client action plan implementation and review. Build and develop
lasting relationships with the firm's clients to act as their
trusted advisor on issues ranging from investment strategies,
retirement planning, tax planning and strategies, education
savings, estate planning and more. Additionally, be able to round
out the team's expertise by bringing your CPA and experience in Tax
to be a trusted expert there. Qualifications Bachelors in
Accounting, Finance or equivalent CPA with tax experience preferred
4-5 years working as a client service advisor in some capacity
Excellent team player comfortable working in a client facing role
#ACCPRICompany DescriptionSince 1985 – Accounting Recruitment
ExpertsAccounting Career Consultants has been providing
direct-hire, consulting, and temporary placement services since
1985.Locally owned with a national reach. We offer the flexibility
of a local staffing company combined with the resources of a larger
firm. We are committed to developing long-term relationships with
both our candidates and clients. We take the time to learn what is
important to our candidates and our clients to help ensure a good
fit for all parties.
Awards & Recognition:2019 Forbes America's Best 250 Professional
Search Firms List-Ranked #632016-2017 St. Louis Business Journal
Fastest-Growing Private Companies2017 St. Louis Business Journal
Largest Temporary Staffing Firms2015-2017 & 2019 Future 50 Award
winner by the St. Louis Small Business Monthly (Celebrating The
Area's Top Growing Businesses)
Keywords: Accounting Career Consultants, St. Louis , Advisor (Tax CPA), Accounting, Auditing , Saint Louis, Missouri
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