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, Cherry Hill , Accountant/CPA - Wealth Management, Accounting, Auditing , King Of Prussia, New Jersey