Advisor (Tax CPA)

Accounting Career Consultants - Saint Louis, MO

Full-time - Mid Level

Saint Louis, MO

About the position

This position is for a CPA with tax planning and strategy experience who will join a top-performing Wealth Management team as an Advisor. The role focuses on providing consultative services to a well-established clientele, emphasizing the importance of building lasting relationships and acting as a trusted advisor on various financial matters.

Responsibilities

• Work with the Partnership group and Senior Advisors to learn and advise on all aspects of family and business wealth management planning.
• Participate in meetings from initial prospecting to client action plan implementation and review.
• Build and develop lasting relationships with clients to act as their trusted advisor on investment strategies, retirement planning, tax planning, education savings, estate planning, and more.
• Utilize CPA expertise to enhance the team's knowledge and service offerings in tax-related matters.

Requirements

• Bachelor's degree 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.