Certified Public Accountant (CPA)
Gpac is partnered with a boutique wealth management firm with over 20 years in the industry to identify a CPA with a tax specialization to join their team.
This is an ideal opportunity for candidates who are established in their careers and are looking to work in a flexible environment with a culture that promotes growth and success. The compensation includes a percentage of the company revenue, and the firm has shown consistent growth year over year, making it an exciting time to join their team.
Responsibilities:
Handle taxes and accounting for the firm
Prepare federal, state, and local tax returns for the firm using tax software
Review previous tax returns and financial documents to identify missing or incomplete information or documentation
Conduct tax research and assist with audit preparation
Ability to understand and apply tax laws and changes in the preparation process
Maintain and update annually fixed asset list in tax software
Potential to work closely with financial advisors and clients on tax planning strategies
Assist with financial reporting and analysis
Requirements:
CPA certification
Degree in accounting or taxation preferred
5-8 years of experience in tax accounting
Experience within an investment management firm is ideal
Strong attention to detail and analytical skills
Excellent communication and interpersonal skills
If you are a CPA looking to break out of a larger institution and work in a dynamic and growing firm, this may be a great opportunity for you.
Please send your resume to for consideration.
Call to learn more about this position.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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