Broker Check

Careers Professional Opportunity

Providing our clients with peace of mind and keeping their best interests at heart is at the center of every decision we make.  We are always looking for people who are passionate about taking on responsibility and working hard to provide value for our clients, while achieving their fullest potential.

Wealth Management Administrative Assistant

The ideal applicant will have:

  • Accuracy and attention to detail
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages
  • Effective communication skills including active listening, asking appropriate questions, clarifying the issues, and expressing oneself clearly
  • Excellent, clear, and concise writing skills
  • Strong interpersonal skills
  • Proficient in computer programs such as Microsoft Office and Client Management Information Systems
  • A positive, empathetic, and professional attitude
  • Analysis and problem-solving skills demonstrated by the ability to collect the necessary information to identify key issues
  • Associates Degree preferred in business and/or clerical

We offer a progressive work environment and competitive salary and benefit package.

CPA or CPA candidate 

The ideal applicant will have:

  • A solid foundation in Accounting and the ability to analyze balance sheets and income statements for accuracy, consistency, reasonableness
  • Experience using QuickBooks for small business accounting
  • Tax return preparation experience
  • Financial Statement presentation experience
  • Excellent organization and planning skills
  • A positive attitude, willingness and drive to deliver quality product to our clients
  • The ability to work within several computer programs every day
  • A professional manner and the ability to communicate comfortably and effectively with our business clients
  • Focus on efficient workflow and able to work in a fast paced, deadline driven, project-oriented environment

We offer a progressive work environment and competitive salary and benefit package.

Tax Preparer

The ideal candidate will have:

  • Inputs client tax data to tax software. Prepares, prints and assembles personal and fiduciary tax returns
  • Advise clients in the tax preparation process as needed
  • Take incoming calls from clients to answer tax questions as needed
  • Ensure the confidentiality of each client by following all firm procedures regarding information handling
  • Delivers completed work to clients as needed
  • Ensures all work is logged in and logged out
  • Ensures project management system is current and up to date with client communications and requests for information
  • Prepare & Peer Review Individual and Fiduciary tax returns
  • Performs tax research as needed
  • Responsible for Accounting and special projects as assigned
  • Creates and utilizes spreadsheets and other reports for tax/accounting clients
  • Assist accounting staff with small business bookkeeping tasks as assigned
  • Proficient in computer programs such as Microsoft Office
  • Utilizes and develops an understanding of various tax programs and tax software
  • Support peers within Accounting or Tax Departments on work related tasks
  • Other duties as assigned

We offer a progressive work environment and competitive salary and benefit package.

To submit resume, please email and place the contents of your resume in the body of the email.

We do NOT accept email attachments nor phone calls.