Certified Public Accountant
$70k - $80kMid-American Wealth
Mid-American Wealth Advisory Group is seeking an experienced Certified Public Accountant (CPA) to support tax planning initiatives, provide tax expertise to advisors and clients, and serve as a trusted resource for complex tax-related matters. The ideal candidate combines strong technical knowledge with a client-focused mindset and can collaborate effectively with financial advisors to help clients make informed financial decisions. Base Salary: $70,000-$80,000 plus up to an additional $30,000 annually in bonuses Key Responsibilities
- Provide tax planning guidance and support for advisors and clients.
- Review individual, trust, business, and retirement-related tax considerations.
- Identify tax-saving opportunities and planning strategies.
- Assist advisors in evaluating the tax implications of financial recommendations.
- Stay current on federal and state tax laws and regulatory changes.
- Support year-end tax planning initiatives.
- Collaborate with advisors regarding retirement income and distribution strategies.
- Assist with tax education and training for internal teams.
- Maintain accurate documentation and records.
- Participate in client meetings when appropriate.
- Active CPA license in good standing.
- Bachelor's degree in Accounting, Finance, or related field.
- 3+ years of public accounting, tax planning, wealth management, or related experience.
- Strong knowledge of individual and business taxation.
- Excellent analytical, communication, and organizational skills.
- Ability to explain complex tax concepts in a client-friendly manner.
- Experience working with high-net-worth individuals.
- Experience supporting financial advisors or wealth management firms.
- Knowledge of retirement planning, IRAs, RMDs, and estate planning concepts.
- Experience reviewing tax returns for planning opportunities.
- Familiarity with financial planning and investment-related tax strategies.
- Detail-oriented and highly accurate.
- Collaborative and team-focused.
- Professional, ethical, and trustworthy.
- Ability to communicate clearly with both clients and advisors.
Vacancy posted 3 days ago
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