Permanent Seasonal Certified Public Accountant
2 weeks ago
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.
- 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.
- Competitive pay commensurate with experience.
- Collaborative and dynamic work environment.
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