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CPA, Tax Planning in Wealth Management

Company: Accounting Career Consultants
Location: Saint Louis
Posted on: September 17, 2020

Job Description:

Why 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 DescriptionWork 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.QualificationsBachelors in Accounting, Finance or equivalentCPA required with tax experience4-5 years working as a client service advisor in some capacityExcellent team player comfortable working in a client facing role

Keywords: Accounting Career Consultants, St. Louis , CPA, Tax Planning in Wealth Management, Executive , Saint Louis, Missouri

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