Financial Planning Specialist
4 weeks ago
We are seeking a highly skilled CPA to join our Wealth Management Group as a Client Associate, focusing on tax planning matters. This is a fantastic opportunity to work with a top-performing Wealth Advisor and collaborate with a team of financial experts serving high-net-worth clients.
Key Responsibilities:
- Interact with clients' accountants to provide tax planning advice
- Comfortably ask for referrals from clients and their networks
- Focus on tax planning matters, ensuring clients' financial goals are met
Requirements:
- A CPA Certification
- Work experience at a CPA firm
- Some exposure to tax planning
- 2-4 years of work experience
- Entrepreneurial experience or attitude
- Excellent communication skills
- Driven to succeed & Entrepreneurial
About the Company:
KDS Strategic Search Group is a leading recruitment agency specializing in Wealth Management and Financial Services. We are committed to finding the best talent for our clients and providing exceptional service.
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