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Certified Public Accountant

$70k - $80k

Mid-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. Required Qualifications • 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. Preferred Experience • 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. Success Factors • Detail-oriented and highly accurate. • Collaborative and team-focused. • Professional, ethical, and trustworthy. • Ability to communicate clearly with both clients and advisors. #J-18808-Ljbffr

Vacancy posted 3 days ago
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