Tax Professional

13 hours ago


Cordova, Tennessee, United States McAdams Group, LLC Full time
Job Overview

McAdams Group, LLC is seeking a skilled Certified Public Accountant (CPA) to join our team on a full-time 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 tax law and regulation changes 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 clearly and concisely.
  • 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 preferred, 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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