Accounting and Finance

Advisor (Tax CPA)

Direct Hire/Permanent

Accounting Career Consultants

Advisor (Tax CPA) St. Louis, MO

Job Reference: JOB-21494

Why 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 required with tax experience

4-5 years working as a client service advisor in some capacity

Excellent team player comfortable working in a client facing role

 

 

Chris Woehle
Senior Account Manager

I look forward to assisting you with your search and assessing whether this role could be a good fit for you. Please apply for confidential consideration!

Tel: 314-292-7907 | Email: cwoehle@careeradvancers.com

Tagged as: Advisor (Tax CPA)