Financial Services Professional

1 week ago


Chesterfield, Missouri, United States Syntegra Private Wealth Group Full time
About Syntegra Private Wealth Group

Syntegra Private Wealth Group is a leading investment advisory firm dedicated to delivering exceptional client experiences and helping individuals achieve their financial goals.

Job Summary

We are seeking a highly skilled and experienced Certified Public Accountant (CPA) to join our team as a Tax and Accounting Specialist. This is a full-time on-site role that requires strong knowledge and experience in financial statement preparation, tax preparation, and tax regulations.

Key Responsibilities
  • Prepare and file tax returns in collaboration with our lead CPA.
  • Oversee company accounting policies and procedures.
  • Provide tax advice to advisory clients in areas such as estate and investment planning.
Requirements
  • Certified Public Accounting (CPA) license.
  • Strong knowledge and experience in financial statement preparation.
  • Proficiency in tax preparation and understanding of tax regulations.
  • Bachelor's degree in Accounting or Finance.
  • Experience in the financial services industry is a plus.
Benefits
  • 401(k) matching.
  • Dental insurance.
  • Health insurance.
  • Life insurance.
  • Paid time off.
  • Vision insurance.
Work Schedule
  • Monday to Friday.


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