CPA for RIA – Wealth Management Focus

Overview

About Bridgeport:

We are a dynamic Registered Investment Advisor (RIA) dedicated to providing exceptional wealth management services to our valued clients. Our small but highly skilled team is committed to delivering personalized financial solutions that cater to the unique needs of our clients.

About the role:

We are seeking a meticulous and driven CPA to join our team. In this role, you will be responsible for managing tax preparation and compliance for our wealth management clients. You will collaborate closely with our financial advisors to provide comprehensive financial planning and tax strategies.

Essential Duties

In this role you will:

• Prepare and review individual and business tax returns for high-net-worth clients.
• Develop tax strategies that align with clients’ financial goals and investment strategies.
• Stay updated on tax laws and regulations affecting wealth management and investment strategies.
• Collaborate with financial advisors to provide clients with holistic financial planning.
• Assist in the preparation of financial statements and reports as needed.
• Provide excellent client service by addressing inquiries and concerns promptly.
  
  

Education & Experience

The ideal candidate will possess an intermediate to advanced level of experience with public accounting or tax services, preferably with high-net-worth individuals or families- ideally with a proven track record in a leadership or supervisory role.

Certificates & Licenses

• Certified Public Accountant (CPA)
  
  

Preferred Skills

• Public Accounting experience or tax services
• Strong understanding of tax regulations and financial planning principles.
• Experience with trusts and estates is strongly preferred
• Excellent knowledge of tax accounting, tax compliance and all types of tax returns
• Knowledge of QuickBooks, Lacerte, TPS, Adobe and MS Office
  
  

Compensation: $120,000-$160,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

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