Advisor (Tax CPA)

Company: Accounting Career Consultants
Location: Saint Louis
Posted on: November 14, 2024

Job Description:

Job DescriptionJob DescriptionWhy is This a Great Opportunity? If you are a CPA with tax planning and strategy experience looking for a positive change, this could be a tremendous opportunity for you. Join a top performing Wealth Management team as an Advisor to provide top tier consultative services to a well established clientele. No previous wealth management experience required, just a strong tax planning background and CPA with a desire to serve at a very high level. Job Description Work with Partnership group and Senior Advisors to learn, understand and advise on all aspects of the team business as it pertains to family and business wealth management planning. Participate in meetings from initial prospect to client action plan implementation and review. Build and develop lasting relationships with the firm's clients to act as their trusted advisor on issues ranging from investment strategies, retirement planning, tax planning and strategies, education savings, estate planning and more. Additionally, be able to round out the team's expertise by bringing your CPA and experience in Tax to be a trusted expert there. Qualifications Bachelors in Accounting, Finance or equivalent CPA with tax experience preferred 4-5 years working as a client service advisor in some capacity Excellent team player comfortable working in a client facing role #ACCPRICompany DescriptionSince 1985 – Accounting Recruitment ExpertsAccounting Career Consultants has been providing direct-hire, consulting, and temporary placement services since 1985.Locally owned with a national reach. We offer the flexibility of a local staffing company combined with the resources of a larger firm. We are committed to developing long-term relationships with both our candidates and clients. We take the time to learn what is important to our candidates and our clients to help ensure a good fit for all parties.

Awards & Recognition:2019 Forbes America's Best 250 Professional Search Firms List-Ranked #632016-2017 St. Louis Business Journal Fastest-Growing Private Companies2017 St. Louis Business Journal Largest Temporary Staffing Firms2015-2017 & 2019 Future 50 Award winner by the St. Louis Small Business Monthly (Celebrating The Area's Top Growing Businesses)

Keywords: Accounting Career Consultants, St. Louis , Advisor (Tax CPA), Accounting, Auditing , Saint Louis, Missouri