Job Description
Tax Accountant / Wealth Management Professional
Location: Beaver, PA (In-Office | Local Candidates Only)
Our client, a small and well-established wealth & tax management practice in Beaver, PA, with approximately twenty employees, is seeking a Tax Accountant / Wealth Management Professional to join their team. This is a unique hybrid opportunity ideal for a tax professional who not only enjoys personal tax planning and preparation but is also interested in expanding into the wealth management side of the business. Additionally, this position would include managing a small to medium group of wealth management clients during the non-peak tax season in addition to supporting the tax team with tax reduction planning meetings from May through the beginning of December.
Position Summary
This role is responsible for running and supporting year-round tax reduction planning meetings and preparing/reviewing pers...