Senior Client Advisory Specialist

3 days ago

Montgomery, AL, United States Wealth Management Partners, LLC Full-time $70,000 - $90,000

Wealth Management Partners, LLC (WMP) is seeking a Senior member of the Client Advisory Team to enhance client relationships through proactive tax and business recommendations. You will manage complex tax issues and lead a team, ensuring exceptional service and mentorship.

The ideal candidate has a Bachelor’s degree in Accounting, CPA license, and at least 5 years of tax experience, embodying strong leadership and communication skills. Join WMP to transform client interactions through strategic planning.

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