Senior Associate

Wealth Management Partners, LLC; Montgomery (AL); On-site; USD 70,000 - 90,000; Full time

Job summary

Wealth Management Partners, LLC (WMP) is seeking a Senior member of the Client Advisory Team to enhance client relationships through proactive tax and business recommendations. You will manage complex tax issues and lead a team, ensuring exceptional service and mentorship.

The ideal candidate has a Bachelor’s degree in Accounting, CPA license, and at least 5 years of tax experience, embodying strong leadership and communication skills. Join WMP to transform client interactions through strategic planning.

Qualifications

• Must have a CPA license with 150 hours to sit for the exam.
• 5+ years of tax experience required.
• Demonstrate strong leadership and communication skills.

Responsibilities

• Proactively interact with client management for recommendations.
• Create and analyze financial results directly for clients.
• Manage, supervise, and mentor staff.

Skills

Leadership

Problem solving

Communication skills

Education

Bachelor of Science in Accounting

Master of Science in Accounting or Taxation

Tools

Tax software

Audit software

Bookkeeping software

Job description

Wealth Management Partners, LLC (WMP) has re-imagined the way we service our clients by leading the relationship with Advisory Services. The tax return is the end result of strategic planning. We have moved from the traditional historian role to a proactive, strategic partner.

Through Advisory, WMP partners with our clients through educating clients and implementing tax efficient business strategies.

Are you ready to work differently? Are you ready to take your knowledge of tax and accounting and use it to transform client relationships? Are you ready to use your knowledge, skills, and abilities to be part of a team that strives to make our clients better?

We would like to hear from you!

As a Senior member of the Client Advisory Team, you will have the opportunity to work closely with our clients to

• Proactively interact with client management to make business and tax recommendations
• Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
• Manage complex issues which require creativity, research, and comprehension of tax law including related implications
• Be more than just the "Tax Person"

Other Duties

• Create, analyze, and present financial results using various technologies
• Prepare and review tax returns while assuming primary responsibility for client engagements including scheduling, staffing, timing, technical issues, and additional duties as needed
• Ensure the completion of engagements including identifying and addressing problem areas with minimal oversight or assistance
• Manage, supervise, and mentor staff including mentoring in professional development, guiding and teaching through technical challenges, and maintaining a positive team atmosphere

Qualifications

• Bachelor of Science in Accounting required
• Master of Science in Accounting or Taxation desired
• CPA license (must have 150 hours to sit for the exam at a minimum)
• 5+ years tax experience
• Demonstrate leadership, problem solving, and strong verbal and written communication skills
• Ability to set and work with goals, objectives, and deadlines
• Experience with various tax, audit, and bookkeeping software