Wealth Innovation Group
Overview
We are seeking a Certified Public Accountant (CPA) to join our growing team. The ideal candidate will bring strong technical accounting and tax knowledge, attention to detail, and a passion for helping clients achieve their financial goals. This role will involve direct client interaction, financial analysis, and collaboration with our wealth management professionals to deliver comprehensive financial solutions.
Responsibilities
Prepare and review individual, corporate, partnership, and trust tax returns.
Conduct financial statement preparation, analysis, and reporting.
Provide tax planning, projections, and compliance guidance to clients.
Assist with business consulting, entity structuring, and financial planning initiatives.
Collaborate with the advisory team to ensure cohesive, tax-efficient wealth strategies.
Stay current with changing tax laws and industry best practices.
Build and maintain trusted client relationships through clear communication and dependable service.
Qualifications
Active CPA license (required).
Bachelor’s degree in Accounting, Finance, or related field.
1–5 years of relevant accounting or tax experience (public accounting preferred).
Strong understanding of federal and state tax codes.
Proficiency with accounting and tax software (e.g., QuickBooks, UltraTax, or similar).
Excellent analytical, organizational, and communication skills.
Ability to work independently and collaboratively in a fast-paced environment.
Why Join Wealth Innovation Group
Collaborative, client-focused culture with room for professional growth.
Opportunities to work alongside experienced CPAs and wealth advisors.
Competitive compensation
Work-life balance and a supportive team environment.
Seniority level
Entry level
Employment type
Full-time
Job function
Accounting/Auditing and Finance
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Responsibilities
Prepare and review individual, corporate, partnership, and trust tax returns.
Conduct financial statement preparation, analysis, and reporting.
Provide tax planning, projections, and compliance guidance to clients.
Assist with business consulting, entity structuring, and financial planning initiatives.
Collaborate with the advisory team to ensure cohesive, tax-efficient wealth strategies.
Stay current with changing tax laws and industry best practices.
Build and maintain trusted client relationships through clear communication and dependable service.
Qualifications
Active CPA license (required).
Bachelor’s degree in Accounting, Finance, or related field.
1–5 years of relevant accounting or tax experience (public accounting preferred).
Strong understanding of federal and state tax codes.
Proficiency with accounting and tax software (e.g., QuickBooks, UltraTax, or similar).
Excellent analytical, organizational, and communication skills.
Ability to work independently and collaboratively in a fast-paced environment.
Why Join Wealth Innovation Group
Collaborative, client-focused culture with room for professional growth.
Opportunities to work alongside experienced CPAs and wealth advisors.
Competitive compensation
Work-life balance and a supportive team environment.
Seniority level
Entry level
Employment type
Full-time
Job function
Accounting/Auditing and Finance
#J-18808-Ljbffr