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Jobs or company...

Full-Time, Seasonal Tax Preparer

Salary undisclosed

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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

Benefits:
  • Competitive pay commensurate with experience
  • Collaborative and dynamic work environment

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