Highly respected, blue-chip wealth management firm in the Midlands is seeking a top tax professional to join its client service team. Position offers the opportunity to support the firm’s Financial Advisors by serving as the firm’s in-house specialist on income tax planning, following regulatory changes that may impact clients, and creating tax projections for clients. In addition, the successful candidate will transition into a Financial Advisor role and serve as lead advisor for a group of clients. Once the candidate has obtained Certified Financial Planner or CPA/Personal Financial Specialist designation, duties will include creating financial plans for and with clients, assisting in the implementation of such plans, and conducting regular reviews of client plans.
Candidates should be a Certified Public Accountant with 5-10 years of tax experience in public accounting. CFP, CPA/PFS, or firm commitment to obtain at least one of these designations required. MBA or JD a plus but not required. Must function well in team environment, possess high emotional quotient, have strong communication skills, and the ability to manage multiple tasks.
Competitive salary plus attractive benefits and excellent advancement potential.
Please submit your resume in Word or PDF format to [email protected].