Senior Client Advisory Specialist

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) 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.