Certified Public Accountant

David Wealth Management Group; Lexington (SC); On-site; USD 90,000 - 150,000; Full time

Job summary

David Wealth Management Group is seeking a Certified Public Accountant (CPA) to provide on-site accounting and tax services in Lexington, SC. The role includes preparing and reviewing financial statements, tax planning and preparation for individuals and businesses, and maintaining accurate records to support wealth management strategies.

You will collaborate with advisors to support client meetings and contribute to process improvements that enhance service quality and efficiency while

Qualifications

• Active CPA license in good standing.
• Bachelor’s degree in Accounting or Finance.
• Experience in Tax Preparation for individuals and businesses.
• Strong accounting and finance skills with GL management.
• Experience in wealth management, tax advisory, or public accounting preferred.

Responsibilities

• Prepare and review financial statements.
• Perform tax planning and tax preparation for individuals and businesses.
• Maintain accurate accounting records.
• Analyze financial data to support wealth management strategies.
• Collaborate with advisors to support client meetings.
• Contribute to process improvements that enhance service quality and efficiency.

Skills

General ledger management

Financial analysis

Tax preparation

Analytical problem-solving

Organizational skills

Client-focused mindset

Team collaboration

Education

CPA license

Bachelor's degree in Accounting or Finance

Advanced degree or relevant certifications (plus)

Job description

Company Description

David Wealth Management Group is a multigenerational family wealth management team that strives to be a consistent, long-term partner in clients’ financial lives. The group follows a disciplined process and shared principles to deliver structured, organized guidance. Its client service model is designed to go above and beyond, helping individuals and families organize their finances, seek to preserve wealth, and work toward their financial goals. Team members collaborate closely to provide holistic support across changing life stages and market conditions.

Role Description

The Certified Public Accountant (CPA) will provide on-site accounting and tax services at our Lexington, SC office in a full-time capacity. Day-to-day responsibilities include preparing and reviewing financial statements, performing tax planning and tax preparation for individuals and businesses, and maintaining accurate accounting records. The CPA will analyze financial data to support wealth management strategies, ensure compliance with relevant tax laws and regulations, and advise the team and clients on accounting and financial implications of planning decisions. This role also involves collaborating with advisors to support client meetings, answering client questions regarding financial and tax matters, and contributing to process improvements that enhance service quality and efficiency.

Qualifications

• Strong Accounting and Finance skills, including general ledger management and financial analysis.
• Proficiency in preparing and reviewing Financial Statements, with attention to accuracy and compliance.
• Experience in Tax Preparation, including individual and business returns, and familiarity with current tax regulations.
• Active Certified Public Accounting (CPA) license in good standing.
• Bachelor’s degree in Accounting, Finance, or a related field; advanced degree or relevant certifications are a plus.
• Previous experience in wealth management, tax advisory, or public accounting is preferred.
• Strong analytical, problem-solving, and organizational skills, with the ability to manage multiple priorities.
• Clear written and verbal communication skills and a client-focused mindset.
• Ability to work collaboratively on-site with a small team and maintain high ethical and professional standards.