Tax Manager / Wealth Manager

Insero Talent Solutions is recruiting a Tax Manager / Wealth Manager for a comprehensive financial planning and wealth management firm specializing in retirement income planning, with a particular focus in advanced tax planning.

Services include :

• Financial Planning
• Portfolio Management
• Tax Preparation
• Risk Management
• Social Security Optimization

We are seeking a CPA to supervise tax preparation and training to be a financial advisor / wealth manager. During tax season, the successful candidate will do some tax preparation but will be more involved in reviewing returns our staff has prepared, reviewing them with clients, signing off, and submitting them.

We will provide training in financial planning and portfolio management and sponsor you for the necessary licenses. We expect that you will begin the program of study and pursue certification as a Certified Financial Planner®.

Compensation will include salary and incentive bonus with the opportunity for equity partnership after achieving the CFP.

Requirements

Certified Public Accountant

Two years’ tax experience