Accountant - Wealth Management

NexWealth; Philadelphia (Philadelphia County); On-site; USD 70,000 - 90,000; Full time

Job summary

NexWealth in Philadelphia is seeking a CPA to provide client servicing for high-net-worth clients. In this role, you will work with firm executives on various financial strategies, ensuring that clients receive personalized attention and expert advice.

Applicants must hold a CPA license and have a bachelor’s degree in a related field. Strong communication skills and attention to detail are essential. The firm focuses on customized investment solutions and exceptional family wealth management.

Qualifications

• Must have a CPA license.
• Experience working at a Registered Investment Advisory firm or family office is mandatory.
• Strong fluency with Excel formulas and functions.

Responsibilities

• Identify client issues, then design strategies for income tax, retirement, and asset protection.
• Educate clients on new planning strategies.
• Work with clients' outside advisors to implement planning strategies.
• Oversee custodial account opening and tax efficiency of money movement.
• Provide client relationship support and assist in client conversations.

Skills

Attention to detail

Professional demeanor

Communication skills

Excel proficiency

Adaptability

Education

Bachelor’s degree in accounting, finance, economics, or related field

CPA License

Tools

Microsoft Office

Financial reporting software

Job description

NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a CPA to work alongside firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual will gain exposure to areas including asset protection, income tax efficiency, trust and estate planning. This individual must possess the following traits: strong eye for detail, professional demeanor, quick learner, adaptive, team player, can multitask, strong work ethic, excellent oral and written communication skills, and comfort with client interaction.

Applicants must have a CPA license

Please do not apply if you do not have this license.

Qualifications

• Must be able to work 5-days per week (M-F) onsite at firm's Philadelphia office
• CPA License
• Bachelor’s degree in accounting, finance, economics, or a related field with high GPA
• Mandatory experience working at a Registered Investment Advisory firm or family office
• Strong attention to detail while working at a fast pace
• Strong fluency with Excel formulas and functions; Microsoft Office
• Ability to analyze and do computations on financial data
• Learn and adapt to new software systems quickly

Desired Qualifications

• Experience with individual tax returns
• Experience with financial reporting software
• Experience with custodian platforms

Responsibilities

• Speak with clients to identify client issues, then design and implement strategies to address income tax, retirement, asset protection, and other planning needs
• Ensure clients are continually educated on new planning strategies and other firm initiatives
• Work directly with clients' outside advisors (attorneys, CPAs, insurance brokers) to implement planning strategies
• Oversee and participate in custodial account opening, titling of assets and beneficiary designations, tax efficiency of money movement
• Work closely with the team providing service and support functions such as money movement, account creation and maintenance, and client/prospect meeting preparation
• Participate in client meetings when necessary
• Provide client relationship support, assist in client conversations around tax concepts, planning, and inquiry.
• Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems

About the Firm

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions.

NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.