CPA – Boutique Wealth Management Firm

NorthPoint Search Group; Atlanta (GA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

NorthPoint Search Group in Atlanta, Georgia, is seeking an in-house CPA to oversee accounting and financial reporting as part of expanding the firm's internal finance function within a boutique wealth management and advisory environment.

The role requires an active CPA license, strong GAAP knowledge, and hands-on experience with month-end and year-end close, financial analysis, and interaction with firm leadership to drive strategic initiatives.

Qualifikationen

• Active CPA license.
• Strong accounting and financial reporting experience.
• Demonstrated knowledge of GAAP and accounting best practices.
• Experience managing month-end and year-end close processes.
• Strong analytical, organizational, and problem-solving skills.

Aufgaben

• Oversee the firm's internal accounting and financial reporting activities.
• Review financial statements, reconciliations, and general ledger activity.
• Help establish and maintain appropriate accounting policies, procedures, and internal controls.
• Manage month-end and year-end closing processes.
• Provide financial reporting and analysis to firm leadership.
• Coordinate with external tax, audit, and other professional service providers.
• Support tax planning and compliance activities as appropriate.
• Monitor accounting processes for accuracy, efficiency, and scalability.
• Provide oversight and guidance to bookkeeping and accounting support functions.
• Assist leadership with budgeting, forecasting, and other financial initiatives.
• Maintain strict confidentiality regarding firm, employee, and financial information.

Kenntnisse

CPA license

GAAP knowledge

Financial reporting

Month-end close

Analytical skills

Jobbeschreibung

CPA –Wealth Management Firm

Who

Wealth Management Firm

What

An in-house CPA who will oversee accounting and financial reporting while helping build a more sophisticated internal finance function.

When

This position represents the firm's next stage of building its internal accounting and financial infrastructure.

Where

Atlanta, Georgia.

Why

This is an opportunity to help shape the internal finance function of a growing boutique wealth management and advisory firm while working closely with leadership.

Office Environment

A professional, collaborative, and high-touch advisory environment that values expertise, confidentiality, accuracy, and personal accountability.

Salary

Competitive compensation based on experience and qualifications. Position Overview A growing boutique wealth management and advisory firm in Atlanta is looking to add an In-House CPA as part of the continued expansion of its internal finance and accounting capabilities. This individual will serve as a trusted accounting resource to leadership, oversee core accounting and financial reporting activities, and help establish scalable processes and controls as the organization grows. The ideal candidate brings strong technical accounting knowledge while also being comfortable operating in a hands-on environment where sound judgment, confidentiality, and attention to detail are essential.

Key Responsibilities

• Oversee the firm's internal accounting and financial reporting activities.
• Review financial statements, reconciliations, and general ledger activity.
• Help establish and maintain appropriate accounting policies, procedures, and internal controls.
• Manage month-end and year-end closing processes.
• Provide financial reporting and analysis to firm leadership.
• Coordinate with external tax, audit, and other professional service providers.
• Support tax planning and compliance activities as appropriate.
• Monitor accounting processes for accuracy, efficiency, and scalability.
• Provide oversight and guidance to bookkeeping and accounting support functions.
• Assist leadership with budgeting, forecasting, and other financial initiatives.
• Maintain strict confidentiality regarding firm, employee, and financial information.

Qualifications

• Active CPA license.
• Strong accounting and financial reporting experience.
• Demonstrated knowledge of GAAP and accounting best practices.
• Experience managing month-end and year-end close processes.
• Strong analytical, organizational, and problem-solving skills.Ability to communicate financial information effectively to firm leadership\