Wealth and Tax Supervisor

Are you a CPA who loves tax but wants to build something bigger with your career? AP has been retained by a boutique wealth management firm specializing in retirement income planning and advanced tax strategies. They are offering a rare opportunity to transition from tax leadership into a long-term role as a financial advisor and wealth supervisor with the potential to become an equity partner in their firm.

• Meet with clients to review completed returns, provide guidance, and finalize submissions.
• Guide clients implementing their financial plans
• Conduct portfolio reviews
• Collaborate with firm partners on advanced tax and retirement income strategies.
• Pursue training in financial planning and portfolio management (firm-sponsored).
• Work toward CFP® certification with firm support.
• Build strong client relationships with a focus on long-term planning and wealth management.

• Bachelor’s Degree in Accounting or Business Administration
• Certified Public Accountant (CPA) required.

• Minimum 2 years of professional tax experience.

• Strong technical knowledge of individual and business tax preparation.
• Excellent communication and interpersonal skills.
• Interest in financial planning and wealth management.
• Commitment to beginning CFP® coursework and certification process.