Tax/Wealth Specialist - Jupiter, Florida United States - 28099



JOB DESCRIPTION

Job #: 28099
Title: Tax/Wealth Specialist
Job Location: Jupiter, Florida - United States
Employment Type:
Salary: $80,000.00 - $200,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Due to consistent growth, boutique established wealth management firm seeks CPA with HNW tax experience in Jupiter/West Palm area.

 

Firm will assist with relocation from other parts of the country or within Florida.

 

This is an exciting opportunity for someone currently at a public accounting firm who is looking for:

~better work-life balance and competitive compensation

~direct interaction with multi-generational HNW/UHNW clients

~diverse exposure to estate and wealth planning

~strong career track for advancement within firm

~an opportunity to be part of a great team with strong collegial culture

JOB DESCRIPTION

Position entails:

~Taking ownership of an assigned set of client engagements  and performing preparation and review of forms 1040, 1041, 1065 and 1120-S

~Working with internal estate planning attorneys to provide high touch client service and full gamut of tax and estate planning services to sophisticated clientele

QUALIFICATIONS

Position requires CPA certification, plus 4-10 years' experience.

Education:
University - Bachelor's Degree/3-4 Year Degree

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