Fort Wayne, IN · On-site
$69K - $94K/yr
ProTax Wealth Management Accounting Job Title: Certified Public Accountant (CPA) - Full-Time Location: Fort Wayne, Indiana Employment Type: Full-Time Reports To: Firm Owner About Us We are a well ...
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Fort Wayne, IN · On-site
$69K - $94K/yr
ProTax Wealth Management Accounting Job Title: Certified Public Accountant (CPA) - Full-Time Location: Fort Wayne, Indiana Employment Type: Full-Time Reports To: Firm Owner About Us We are a well ...
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Frisco, CO · On-site
$85K - $100K/yr
The CPA will prepare and review individual and business tax returns, ensuring compliance with ... Strong Accounting and Finance skills, including general ledger management and understanding of ...
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Frisco, CO · On-site
$85K - $100K/yr
The CPA will prepare and review individual and business tax returns, ensuring compliance with ... Strong Accounting and Finance skills, including general ledger management and understanding of ...
... management and staff, clients, and other external business contacts are required About Company ... CPA, PC, is dedicated to providing tax preparation and accounting services for small and medium ...
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... management and staff, clients, and other external business contacts are required About Company ... CPA, PC, is dedicated to providing tax preparation and accounting services for small and medium ...
Oradell, NJ · On-site
$112K - $147K/yr
We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role. This position is ideal for an ...
Oradell, NJ · On-site
$112K - $147K/yr
We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role. This position is ideal for an ...
Atlanta, GA · On-site
$72K - $99K/yr
CPA -Wealth Management Firm Who: Wealth Management Firm What: An in-house CPA who will oversee accounting and financial reporting while helping build a more sophisticated internal finance function.
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Atlanta, GA · On-site
$72K - $99K/yr
CPA -Wealth Management Firm Who: Wealth Management Firm What: An in-house CPA who will oversee accounting and financial reporting while helping build a more sophisticated internal finance function.
Oradell, NJ · On-site
$113K - $148K/yr
We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and ... Participate in retirement planning, wealth management, and financial advisory initiatives. * Attend ...
Oradell, NJ · On-site
$113K - $148K/yr
We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and ... Participate in retirement planning, wealth management, and financial advisory initiatives. * Attend ...
Oradell, NJ · On-site
$113K - $148K/yr
We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and ... Participate in retirement planning, wealth management, and financial advisory initiatives. * Attend ...
Oradell, NJ · On-site
$113K - $148K/yr
We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and ... Participate in retirement planning, wealth management, and financial advisory initiatives. * Attend ...
Oradell, NJ · On-site
$113K - $148K/yr
We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role. This position is ideal for an ...
Oradell, NJ · On-site
$113K - $148K/yr
We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role. This position is ideal for an ...
$113K - $148K/yr
We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role. This position is ideal for an ...
$113K - $148K/yr
We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role. This position is ideal for an ...
Oradell, NJ · On-site
$113K - $148K/yr
We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role. This position is ideal for an ...
Quick apply
Oradell, NJ · On-site
$113K - $148K/yr
We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role. This position is ideal for an ...
Oradell, NJ · On-site
$113K - $148K/yr
We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and ... Participate in retirement planning, wealth management, and financial advisory initiatives. * Attend ...
Quick apply
Oradell, NJ · On-site
$113K - $148K/yr
We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and ... Participate in retirement planning, wealth management, and financial advisory initiatives. * Attend ...
Be Seen First
Sarasota, FL · On-site
$80K - $90K/yr
Who We Are Cavanaugh & Co., LLP is a well-established, full-service CPA firm based in Sarasota, Florida. We are built on decades of expertise, trust, and a commitment to excellence. But it's not just ...
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Sarasota, FL · On-site
$80K - $90K/yr
Who We Are Cavanaugh & Co., LLP is a well-established, full-service CPA firm based in Sarasota, Florida. We are built on decades of expertise, trust, and a commitment to excellence. But it's not just ...
Be Seen First
Sarasota, FL · On-site
$80K - $90K/yr
Who We Are Cavanaugh & Co., LLP is a well-established, full-service CPA firm based in Sarasota, Florida. We are built on decades of expertise, trust, and a commitment to excellence. But it's not just ...
Quick apply
Be Seen First
Sarasota, FL · On-site
$80K - $90K/yr
Who We Are Cavanaugh & Co., LLP is a well-established, full-service CPA firm based in Sarasota, Florida. We are built on decades of expertise, trust, and a commitment to excellence. But it's not just ...
A CPA must be able to multitask and possess exceptional interpersonal and communication skills ... management and staff, clients, and other external business contacts are required
A CPA must be able to multitask and possess exceptional interpersonal and communication skills ... management and staff, clients, and other external business contacts are required
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Glendale, CA · On-site
$80K - $120K/yr
We are seeking a Certified Public Accountant (CPA) to join our small accounting team. This role involves reviewing the work of staff accountants, consulting with clients on tax matters, and ...
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Glendale, CA · On-site
$80K - $120K/yr
We are seeking a Certified Public Accountant (CPA) to join our small accounting team. This role involves reviewing the work of staff accountants, consulting with clients on tax matters, and ...
Knoxville, TN · On-site
$35 - $45/hr
About Us: Blue Ridge Wealth Planners, a rapidly growing and reputable Wealth Planning Firm in ... We are looking for a detail-oriented and dependable CPA Tax Advisor with leadership and management ...
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Knoxville, TN · On-site
$35 - $45/hr
About Us: Blue Ridge Wealth Planners, a rapidly growing and reputable Wealth Planning Firm in ... We are looking for a detail-oriented and dependable CPA Tax Advisor with leadership and management ...
Winston Salem, NC · On-site
$70K - $90K/yr
Manage multiple client engagements and deliver high-quality service within deadlines. * Identify ... Qualifications: * CPA certification, preferred * Bachelor's degree in Accounting, Finance, or a ...
Quick apply
Winston Salem, NC · On-site
$70K - $90K/yr
Manage multiple client engagements and deliver high-quality service within deadlines. * Identify ... Qualifications: * CPA certification, preferred * Bachelor's degree in Accounting, Finance, or a ...
Winston Salem, NC · On-site
$70K - $90K/yr
Manage multiple client engagements and deliver high-quality service within deadlines. * Identify ... Qualifications: * CPA certification, preferred * Bachelor's degree in Accounting, Finance, or a ...
Quick apply
Winston Salem, NC · On-site
$70K - $90K/yr
Manage multiple client engagements and deliver high-quality service within deadlines. * Identify ... Qualifications: * CPA certification, preferred * Bachelor's degree in Accounting, Finance, or a ...
Our established, locally owned CPA firm in West Palm Beach is seeking an experienced Certified Public Accountant (CPA) to join our growing team. We are a small, client-focused practice that values ...
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Our established, locally owned CPA firm in West Palm Beach is seeking an experienced Certified Public Accountant (CPA) to join our growing team. We are a small, client-focused practice that values ...
If you are a CPA with tax planning and strategy experience looking for a positive change, this could be a tremendous opportunity for you. Join a top performing Wealth Management team as an Advisor to ...
If you are a CPA with tax planning and strategy experience looking for a positive change, this could be a tremendous opportunity for you. Join a top performing Wealth Management team as an Advisor to ...
$61K - $69.7K
6% of jobs
$74.2K is the 25th percentile. Wages below this are outliers.
$69.7K - $78.4K
36% of jobs
The median wage is $80.5K / yr.
$78.4K - $87K
31% of jobs
$89.6K is the 75th percentile. Wages above this are outliers.
$87K - $95.7K
6% of jobs
$95.7K - $104.4K
0% of jobs
$104.4K - $113.1K
0% of jobs
$113.1K - $121.8K
0% of jobs
$121.8K - $130.5K
0% of jobs
$130.5K - $139.1K
0% of jobs
$139.1K - $147.8K
9% of jobs
$147.8K - $156.5K
11% of jobs
$61K
$95.6K
$156.5K
| Aspect | Wealth Management CPA | Financial Advisor |
|---|---|---|
| Certifications | CPA, CFP (optional) | Series 7, Series 66, CFP (common) |
| Work Environment | Accounting firms, financial planning firms, corporate finance | Independent, bank, or brokerage firms |
| Primary Focus | Tax planning, compliance, financial analysis | Investment advice, portfolio management, financial planning |
While both roles assist clients with financial goals, Wealth Management CPAs primarily focus on tax strategies and accounting, whereas Financial Advisors concentrate on investment management and overall financial planning. Understanding these differences helps clients choose the right professional for their specific needs.
For Wealth Management Cpa jobs, the most frequently searched job titles are:
Fort Wayne, IN • On-site
$69K - $94K/yr
Full-time
Medical, Retirement, PTO
Re-posted 19 days ago
ProTax Wealth Management Accounting
Job Title: Certified Public Accountant (CPA) – Full-Time
Location: Fort Wayne, Indiana
Employment Type: Full-Time
Reports To: Firm Owner
About Us
We are a well-established small tax and accounting firm dedicated to providing personalized, high-quality financial and tax services to individuals and small businesses. Our firm takes pride in maintaining close relationships with clients while delivering accuracy, integrity, and trusted expertise. We foster a collaborative, supportive environment where each team member’s contribution truly matters.
Position Overview
We are seeking an experienced Certified Public Accountant (CPA) with a strong background in tax preparation and review to join our growing team. The ideal candidate will have experience managing client relationships, preparing and reviewing complex returns, and providing proactive tax planning advice. This role offers an excellent opportunity for a CPA who thrives in a small-firm setting and enjoys working directly with clients.
Key Responsibilities
Qualifications
Work Environment & Schedule
Compensation and Benefits
Supportive small-firm culture with direct client interaction and meaningful impact.
