Job Description

Company: McAdams Group, LLC
Location: Memphis, TN
Job Type: Full-time, Seasonal

About Us:
McAdams Group, LLC is a leading wealth management firm dedicated to helping 10,000
families retire and avoid outliving their money. Our team of experts is committed to excellence,
integrity, and client-centric solutions.

Position Overview:
We are seeking a skilled and experienced Certified Public Accountant (CPA) to join our team on
a full-time seasonal basis. As a CPA in our wealth management company, you will play a crucial
role in ensuring the accuracy and compliance of financial records, tax planning, and wealth
management strategies for our clients.

Key Responsibilities:
Tax Planning and Compliance:

• Collaborate with clients to understand their financial goals and develop tax-efficient strategies.
• Prepare and review tax returns, ensuring compliance with relevant regulations.
• Stay updated on tax law and regulation changes to provide accurate and up-to-date advice.

Financial Analysis:

• Analyze financial statements and reports to identify areas for improvement and optimization.
• Provide insights and recommendations to clients on wealth management strategies.

Client Relationship Management:

• Build and maintain strong relationships with clients, understanding their financial needs and goals.
• Communicate effectively to explain complex financial concepts and strategies clearly and concisely.

Collaboration:

• Work closely with other team members, including financial advisors and investment professionals, to provide comprehensive wealth management solutions.
• Contribute to team discussions and share expertise to enhance overall service quality.

Qualifications:

• Certified Public Accountant (CPA) designation is preferred, with 5+ years of experience.
• Proven experience in tax planning and compliance, preferably in a wealth management or financial advisory setting.
• Strong understanding of financial markets, investment strategies, and wealth management principles.
• Excellent communication skills, both verbal and written.
• Detail-oriented with a commitment to accuracy and compliance.

• Competitive pay commensurate with experience.
• Collaborative and dynamic work environment.

Job Tags

Similar Jobs