Certified Public Accountant
KDS Strategic Search Group - new york city, NY
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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 PlanningCompany: Large well-known BankPosition Location: Midtown, NYCCompensation Base Salary: Commensurate on ExperienceReport to: PresidentRequired Background:A CPA CertificationWorked at a CPA firmSome exposure to tax planning2-4 years of work experienceEntrepreneurial experience or attitudeSpeak very wellconfidentially on the phoneExcellent communication skillsDriven to succeed & Entrepreneurial
Created: 2024-09-26