McAdams Group, LLC
Permanent Seasonal Certified Public Accountant (CPA)Company:
McAdams Group, LLCLocation:
Memphis, TNJob Type:
Full-time, SeasonalAbout 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 are 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 permanent 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 changes in tax laws and regulations 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 in a clear and concise manner.
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 required 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.
Powered by JazzHRAbout the Company:
McAdams Group, LLC.
Estimated Salary: $20 to $28 per hour based on qualifications.
McAdams Group, LLCLocation:
Memphis, TNJob Type:
Full-time, SeasonalAbout 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 are 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 permanent 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 changes in tax laws and regulations 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 in a clear and concise manner.
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 required 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.
Powered by JazzHRAbout the Company:
McAdams Group, LLC.
Estimated Salary: $20 to $28 per hour based on qualifications.
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