Certified Public Accountant
Certified Public Accountant
Posted on :
09-06-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 60000 - 90000
Vacancy
1 Vacancy
Posted on :
09-06-2025
Job Description
Responsive recruiter
Benefits:
- Paid time off
- Competitive salary
- Flexible schedule
- 401(k)
- 401(k) matching
About Us
We dont just offer accounting serviceswe coach coordinate and protect our clients entire financial world. Specializing in helping business owners and affluent families build and preserve wealth our approach goes far beyond tax compliance. We integrate Taxes Investments Insurance Estate and Legal Planning (TIIE) into a unified strategy to uncover threats minimize inefficiencies and transform chaos into confidence.
As a fiduciary-focused advisors and strategists team we offer a unique combination of CPA services tax reduction planning investment guidance risk management estate / legal planning and business succession coaching. We are expanding our elite team and seeking driven and collaborative CPAs to join us in delivering real results that truly change lives.
Position Overview
As a Certified Public Accountant with us you will play a mission-critical role in our clients financial ecosystems. You wont just crunch numbersyoull collaborate and contribute to wealth preservation strategies and offer proactive coordinated tax solutions that align with long-term financial and legacy goals.
You will be a key player on our multidisciplinary team delivering holistic advice and support that empowers clients to make informed future-focused decisions.
Key Responsibilities
Prepare and review financial statements tax returns and compliance documentation for individuals and businesses.
Provide strategic tax planning and consulting focusing on long-term reduction and alignment with overall wealth goals.
Work closely with Wealth Coaches to integrate accounting insights into TIIE strategies that optimize financial outcomes.
Stay ahead of regulatory changes and implement compliant creative solutions for tax minimization.
Support clients with business cash flow forecasting budgeting and succession planning.
Contribute to Gap Analysis Reviews to identify hidden risks fees or inefficiencies.
Serve as a trusted fiduciary advisor developing strong client relationships based on integrity expertise and proactive communication.
Help evolve internal systems and workflows to enhance team effectiveness and client outcomes.
Qualifications
Masters degree in Accounting Finance or related field.
A CPA in good standing (and /or) Actively seeking your CPA license
Minimum of 3 years of public accounting experience preferably with exposure to financial planning or business consulting.
STRONG COMPUTER SKILLS in Windows environment. Deep knowledge of GAAP tax and accounting platforms (QuickBooks Xero etc.).
Commitment to team collaboration and a holistic client-service philosophy.
Excellent communication analytical thinking and relationship-building skills.
Passion for empowering clients solving complex problems and delivering peace of mind.
What We Offer
Competitive salary and performance-based bonuses.
Full benefits including health 401(k) with match and generous PTO.
Ongoing professional development and education reimbursement.
Opportunity to be part of a forward-thinking team-based value-adding firm thats redefining the role of the CPA.
Flexible work options and a positive family-first culture that supports work-life balance.
A chance to make a genuine difference in clients lives every single day.
How to Apply
If youre a results-driven person whos ready to move beyond tax season stress and make a lasting impact we want to hear from you. Send your resume and a compelling cover letter to with the subject line: CPA Application Your Name.
Compensation: $60000.00 - $90000.00 per year
About Us
Achieving financial success can be a complex and confusing process to even the most experienced individuals one that requires a significant amount of time knowledge and resources.
Todays financial environment demands an approach that incorporates the expertise of skilled professionals a variety of available solutions and the independence required to provide objective recommendations.
At The Wealth Training Academy we utilize a step-by-step wealth coaching process to help educate and prepare clients both for their future and the future of their loved ones.
Employment Type
Full-Time
Key Skills
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