Certified Public Accountant

Are you a CPA looking to transition into Wealth Management and collaborate with a top-performing Wealth Advisor? This is a fantastic opportunity to join a leading Wealth Management Group within a premier bank. You will work with an established team of financial advisors serving high-net-worth clients. We seek a CPA to focus on tax planning matters, interacting with clients' accountants, and comfortably asking for referrals. This client-facing role is ideal for someone with 2-4 years of experience in personal income tax returns who enjoys engaging with clients. Title: Client Associate CPA, Tax Planning Company: Large well-known Bank Position Location: Midtown, NYC Compensation Base Salary: Commensurate on Experience Report to: President Required Background: A CPA Certification Worked at a CPA firm Some exposure to tax planning 2-4 years of work experience Entrepreneurial experience or attitude Speak very well/confidentially on the phone Excellent communication skills Driven to succeed & Entrepreneurial