The Well
A growing wealth management firm is seeking a CPA & Tax Strategist in New York. This role involves preparing tax returns and collaborating with advisors on strategic planning. Ideal candidates have 3–5 years of experience with high-net-worth clients and possess strong knowledge in tax compliance. The firm promotes a values-driven culture emphasizing collaboration and growth, offering a base salary of $90,000 to $100,000 and additional revenue share bonuses. Professional development support is also available.
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