Wealth Advisor

Job Title: Wealth AdvisorJob Location: Hybrid in Buffalo, NYJob Salary: $95k - $140kRequirements: Active CPA license, Must have 4-7+ Years of Public Accounting Experience/Wealth Management ExperienceWe a Top CPA Firm looking to grow our Wealth Management Practice. With about 100 employees, we have a diverse set of clients ranging from HNWIs and their multi-million dollar businesses and traditional clientele with small to mid sized businesses. We take a holistic approach to financial advising - implementing tax planning and saving strategies.This is not a traditional public accounting role with strenuous hours and minimal work/life balance.Due to continuous growth, we are looking to add a Wealth Advisor (this is a Tax Senior/Manager level person) to help lead the team!Requirements include having an Active CPA, EA, or JD, having 5-6+ Years of Public Accounting/Wealth Management Experience, and having shown solid tenure in their past roles. In return, we are offering a competitive salary ($95k - $140k+), Full Benefits (including Health, Dental, Vision, 401k Match, etc.), Discretionary Bonuses, Generous PTO, and Paid Holidays. Please apply today or send an email with a copy of your latest resume to gordon.dia@!What You Need for this PositionRequiredActive CPA, EA or JDHigh Net Worth FocusedAt least 5-6+ years of Public Accounting ExperienceHas shown solid tenure in past rolesBenefitsSalary: $95k - $140k+ Medical/Dental/Vision401k Match Bonus: 10% to 15% of SalaryFuture EquityPTO: 18 to 25 PTO Days12 Paid Holidays Email Your Resume In Word ToLooking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:gordon.dia@Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : GD8-1823203 -- in the email subject line for your application to be considered. Gordon Dia - RecruiterFor this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.This job was first posted by CyberCoders on 10/09/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Created: 2024-11-09