WEALTH MANAGEMENT FIRM SEEKS EXPERIENCED CPA TO RUN GROWING TAX PRACTICE.
CPA WITH CFP and/or INVESTMENT ADVISOR DESIGNATION(S) IS PREFERRED BUT NOT NECESSARY.
(Up to 90% Advisory fee payout depending on AUM)
DRAKE TAX SOFTWARE AND QUICKBOOKS EXERIENCE IS A PLUS.
THE POSITION ALSO ENTAILS BOOKKEEPING AND NON TAX RELATED CLIENT SERVICE INTERACTION.
APPLICANT MUST BE PERSONABLE, ENERGETIC, AND WILLING TO ASSIST IN ALL ASPECTS
OF DAILY OPERATIONS.
THIS IS A FULL TIME IN OFFICE POSITION WORKING TWO DAYS REMOTELY IF DESIRED.
PLEASE EMAIL RESUME.