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Permanent Seasonal Certified Public Accountant

3 months ago

Cordova, United States McAdams Group, LLC Full time
Job DescriptionJob Description

Permanent Seasonal Certified Public Accountant (CPA)

Company: McAdams Group, LLC

Location: Memphis, TN

Job Type: Full-time, Seasonal

About 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.

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