Job #: 28099
Title: Tax/Wealth Specialist
Job Location: Jupiter, Florida - United States
Salary: $80,000.00 - $200,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable
WHY IS THIS A GREAT OPPORTUNITY?
Due to consistent growth, boutique established wealth management firm seeks CPA with HNW tax experience in Jupiter/West Palm area.
Firm will assist with relocation from other parts of the country or within Florida.
This is an exciting opportunity for someone currently at a public accounting firm who is looking for:
~better work-life balance and competitive compensation
~direct interaction with multi-generational HNW/UHNW clients
~diverse exposure to estate and wealth planning
~strong career track for advancement within firm
~an opportunity to be part of a great team with strong collegial culture JOB DESCRIPTION
~Taking ownership of an assigned set of client engagements and performing preparation and review of forms 1040, 1041, 1065 and 1120-S
~Working with internal estate planning attorneys to provide high touch client service and full gamut of tax and estate planning services to sophisticated clientele QUALIFICATIONS
Position requires CPA certification, plus 4-10 years` experience.
University - Bachelor`s Degree/3-4 Year Degree
How to Apply: