Now Hiring: CPA
We are looking for a full-time tax CPA who would like to deepen their knowledge into wealth management.
During tax season you will help prepare client’s tax returns. The other months we could use your help servicing our clients on the wealth management side. At some point, we would want you to become securities licensed, to better serve our existing clients.
Compensation will be based on experience. The ideal candidate will receive a salary + bonus + benefits (401k, health & dental insurance, life insurance, legal assistance, Etc.). Additionally, we have firm-wide goals, and we are planning a trip to Thailand this year. If you are interested apply for this position, click apply now.
We look forward to having you join our team!
To Build Wealth.
To Build Character.
Be Kind. Be Competent.
Wealth Management CPAs helps bridge the gap between clients financial, tax and estate plans. We have built our firm around two core principles: Be kind. Be competent.
Our mission is – to build wealth. To protect our clients present and to empower their future.
We are an independent firm, so we are not beholden to any bank, brokerage, or insurance company. We adhere to the time-tested philosophy that there are no shortcuts or gimmicks to wealth creation – great investing is the result of buying high quality assets at compelling prices.
We have Big 4 experience, yet understand the individuals concerns as we bring together their financial, tax and estate plans.
Our vision is – to build character. We are highly competent, yet kind to the smallest client.
We are excited to see how you can help too.
I get the question a lot, “Why did you transition from public accounting to wealth management?”
I love being a CPA and helping reduce taxes. However, in 2008 I watched a fellow CPA who I looked up to a lot delay his retirement. It was during that same time I saw clients investments go down while their taxes went up. I realized there was a gap between people’s wealth advisor and their CPA.
At Wealth Management CPAs we help bridge that gap.