Evergreen Wealth Advisors - Spokane Valley, WA

posted 8 days ago

Full-time - Mid Level
Spokane Valley, WA

About the position

Evergreen Wealth Advisors is looking for a motivated and experienced Certified Public Accountant (CPA) to join their team. This full-time, contract position is ideal for a CPA with an existing book of tax return business who is eager to expand their clientele in a collaborative environment. The role focuses on providing tax planning and preparation services, implementing tax minimization strategies, and collaborating with financial advisors to develop comprehensive wealth management strategies.

Responsibilities

  • Provide tax planning and preparation services for individuals and businesses.
  • Implement tax minimization strategies and educate clients on tax implications of financial decisions.
  • Collaborate with financial advisors to develop comprehensive wealth management strategies.
  • Expand your book of business through networking, referrals, and relationship-building.
  • Maintain up-to-date knowledge of tax laws and regulations to ensure compliance and best practices.
  • Prepare and review tax returns, ensuring accuracy and timeliness.
  • Provide ongoing support and guidance to clients regarding their financial goals.

Requirements

  • Certified Public Accountant (CPA) designation.
  • Proven experience in tax preparation and planning, with a strong emphasis on tax coaching.
  • Existing book of business in tax returns is highly desirable.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Knowledge of financial planning and investment principles is a plus.

Benefits

  • Access to a fully equipped office suite in a high-traffic professional office building.
  • Collaborative and supportive work environment.
  • Ability to quickly grow your book of business.
  • Bonus opportunities.
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