Job Overview. The CPA will collaborate with advisors and leadership to integrate tax planning into financial advice and optimize the overall firm’s financial health. This role is central in delivering advanced tax strategies to our clients – including individuals, families, and business owners – while also ensuring that our firm operates under the most effective tax and financial strategies. Reports To. Vice President. Responsibilities. Partner w...
Job Overview. The CPA will collaborate with advisors and leadership to integrate tax planning into financial advice and optimize the overall firm’s financial health. This role is central in delivering advanced tax strategies to our clients – including individuals, families, and business owners – while also ensuring that our firm operates under the most effective tax and financial strategies. Reports To. Vice President. Responsibilities. Partner w...
