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Form of work 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 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
#ACCNOR
Company DescriptionSince 1985 - Accounting Recruitment Experts
Accounting 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 #63
2016-2017 St. Louis Business Journal Fastest-Growing Private Companies
2017 St. Louis Business Journal Largest Temporary Staffing Firms
2015-2017 & 2019 Future 50 Award winner by the St. Louis Small Business Monthly (Celebrating The Area's Top Growing Businesses)
