Job Description
Job Description
Company : McAdams Group, LLC
Location : Memphis, TN
Job Type : Full-time, Seasonal
About Us :
McAdams Group, LLC is a leading wealth management firm dedicated to helping 10,000
families retire and avoid outliving their money. Our team of experts is committed to excellence,
integrity, and client-centric solutions.
Position Overview :
We are seeking a skilled and experienced Certified Public Accountant (CPA) to join our team on
a full-time seasonal basis. As a CPA in our wealth management company, you will play a crucial
role in ensuring the accuracy and compliance of financial records, tax planning, and wealth
management strategies for our clients.
Key Responsibilities :
Tax Planning and Compliance :
- Collaborate with clients to understand their financial goals and develop tax-efficient strategies.
- Prepare and review tax returns, ensuring compliance with relevant regulations.
- Stay updated on tax law and regulation changes to provide accurate and up-to-date advice.
Financial Analysis :
- Analyze financial statements and reports to identify areas for improvement and optimization.
- Provide insights and recommendations to clients on wealth management strategies.
Client Relationship Management :
- Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Communicate effectively to explain complex financial concepts and strategies clearly and concisely.
Collaboration :
- Work closely with other team members, including financial advisors and investment professionals, to provide comprehensive wealth management solutions.
- Contribute to team discussions and share expertise to enhance overall service quality.
Qualifications :
- Certified Public Accountant (CPA) designation is preferred, with 5+ years of experience.
- Proven experience in tax planning and compliance, preferably in a wealth management or financial advisory setting.
- Strong understanding of financial markets, investment strategies, and wealth management principles.
- Excellent communication skills, both verbal and written.
- Detail-oriented with a commitment to accuracy and compliance.
Benefits :
- Competitive pay commensurate with experience.
- Collaborative and dynamic work environment.
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