Are you a CPA looking to transition into Wealth Management and collaborate with a top-performing Wealth Advisor?
This is a fantastic opportunity to join a leading Wealth Management Group within a premier bank. You will work with an established team of financial advisors serving high-net-worth clients.
We seek a CPA to focus on tax planning matters, interacting with clients' accountants, and comfortably asking for referrals.
This client-facing role is ideal for someone with 2-4 years of experience in personal income tax returns who enjoys engaging with clients.
Title : Client Associate CPA, Tax Planning
Company : Large well-known Bank
Position Location : Midtown, NYC
Compensation Base Salary : Commensurate on Experience
Report to : President
Required Background :
- A CPA Certification
- Worked at a CPA firm
- Some exposure to tax planning
- 2-4 years of work experience
- Entrepreneurial experience or attitude
- Speak very well / confidentially on the phone
- Excellent communication skills
- Driven to succeed & Entrepreneurial
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