Accountant/CPA - Wealth Management
Company: Innova Solutions
Location: King Of Prussia
Posted on: April 28, 2024
Job Description:
Innova Solutions is filling a Sr. Accountant CPA - Wealth
Management position with a growing investment advisor firm in the
King of Prussia area. Seeking 3+ years of experience with heavy
individual tax return preparation. Requires 4/5 days/week on site.
Salary range is $75K - $110K DOE. If interested, please submit your
resume for immediate consideration. On-Site / Philadelphia, PA
Responsibilities Include:
- Use tax knowledge to design and clearly articulate tax
strategies and concepts to firm's clients
- Work directly with clients' outside advisors to implement
planning strategies
- Provide client relationship support, assist in client
conversations, and provide analytic and account-related financial
information
- Oversee and participate in aspects of custodial account
opening, titling of assets and beneficiary designations, tax
efficiency of money movement
- Participate in client meetings when necessaryQualifications:
- CPA license preferred (not required)
- Minimum of 3 years of experience preferrably in investment /
wealth management environment
- Bachelor's Degree
- Experience preparing tax returns
- Organized, detail oriented, team player, organized
- Experience using Microsoft Office
- Must be comfortable communicating with clients and have strong
interpersonal skills
- Ability to work independently, yet possess flexibility to work
well within a teamQualified candidates should APPLY NOW for
immediate consideration! Please hit APPLY to provide the required
information, and we will be back in touch as soon as possible. We
are currently interviewing to fill this and other similar
positions. If this role is not a fit for you, we do offer a
referral bonus program for referrals that we successfully place
with our clients, subject to program guidelines. PAY RANGE AND
BENEFITS: Pay Range*: $7K - $110K *Pay range offered to a
successful candidate will be based on several factors, including
the candidate's education, work experience, work location, specific
job duties, certifications, etc. Benefits: Innova Solutions offers
benefits (based on eligibility) that include the following: Medical
& pharmacy coverage, Dental/vision insurance, 401(k), Health saving
account (HSA) and Flexible spending account (FSA), Life Insurance,
Pet Insurance, Short term and Long term Disability, Accident &
Critical illness coverage, Pre-paid legal & ID theft protection,
Sick time, and other types of paid leaves (as required by law),
Employee Assistance Program (EAP). Founded in 1998 and
headquartered in Atlanta, Georgia, Innova Solutions employs
approximately 50,000 professionals worldwide and reports an annual
revenue approaching $3 Billion. Through our global delivery centers
across North America, Asia, and Europe, we deliver strategic
technology and business transformation solutions to our clients,
enabling them to operate as leaders within their fields. Innova
Solutions is an Equal Opportunity Employer and prohibits any kind
of unlawful discrimination and harassment. Innova Solutions is
committed to the principle of equal employment opportunity for all
employees and to providing employees with a work environment free
of discrimination and harassment on the basis of race, color,
religion or belief, national origin, citizenship, social or ethnic
origin, sex, age, physical or mental disability, veteran status,
marital status, domestic partner status, sexual orientation, or any
other status protected by the statutes, rules, and regulations in
the locations where it operates. If you are an individual with a
disability and need a reasonable accommodation to assist with your
job search or application for employment, please contact us. Please
indicate the specifics of the assistance needed. Innova Solutions
encourages all interested and qualified candidates to apply for
employment opportunities. Innova Solutions (HireGenics/Volt) does
not discriminate against applicants based on citizenship status,
immigration status, or national origin, in accordance with 8 U.S.C.
- 1324b. The company will consider for employment qualified
applicants with arrest and conviction records in a manner that
complies with the San Francisco Fair Chance Ordinance, the Los
Angeles Fair Chance Initiative for Hiring Ordinance, and other
applicable laws. American Cybersystems, Inc is acting as an
Employment Agency in relation to this vacancy.
Keywords: Innova Solutions, Hamilton , Accountant/CPA - Wealth Management, Accounting, Auditing , King Of Prussia, New Jersey
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