Tax Strategist for Wealth Management

McAdams Group, LLC; Memphis (TN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Professional growth opportunities

Team collaboration environment

Job summary

A leading wealth management firm in Memphis, TN, seeks a seasoned CPA to join their dynamic team. This role involves crafting innovative tax strategies, preparing tax returns, and building lasting client relationships. Candidates should have a CPA designation and at least 5 years of experience in tax compliance and financial advisory contexts. This position offers competitive compensation reflected by expertise, within a collaborative environment dedicated to client success.

Qualifications

• 5+ years of relevant experience in tax planning and compliance.
• Strong grasp of financial markets and investment strategies.
• Experience in wealth management or financial advisory contexts.

Responsibilities

• Work closely with clients to craft tax-efficient strategies.
• Prepare and review tax returns for compliance.
• Build and nurture lasting client relationships.
• Collaborate with financial advisors and investment experts.

Skills

Tax planning and compliance

Exceptional communication skills

Attention to detail

Education

CPA designation

Job description

A leading wealth management firm in Memphis, TN, seeks a seasoned CPA to join their dynamic team. This role involves crafting innovative tax strategies, preparing tax returns, and building lasting client relationships. Candidates should have a CPA designation and at least 5 years of experience in tax compliance and financial advisory contexts. This position offers competitive compensation reflected by expertise, within a collaborative environment dedicated to client success.