JOB DESCRIPTION
Job #: 28099
Title: Tax/Wealth Specialist
Job Location: Jupiter, Florida - United States
Employment Type:
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
Position entails: ~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. Education:
University - Bachelor`s Degree/3-4 Year Degree
How to Apply:
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