ZipRecruiter

Log In

1

Wealth Management Cpa Jobs (NOW HIRING)

SAMEE VOHRA CPA TAX AND ACCOUNTANCY CORP.

Be Seen First

Certified Public Accountant (CPA)

San Pedro, CA · On-site

$75K - $100K/yr

About the Role We are looking for an experienced CPA to prepare individual and small business tax ... Strong analytical and time-management skills, with a track record of meeting filing deadlines

Innovative CPA Group LLC

Marketing Manager

Shelton, CT · On-site

$75K - $125K/yr

Develop and execute marketing strategies for both the CPA and Wealth Management practices * Design, build, and manage targeted marketing campaigns across multiple channels (email, digital, direct ...

AM Advisors

Certified Public Accountant (CPA)

Oakland, CA · On-site

$86K - $118K/yr

CPA We are looking for a highly-analytical certified public accountant (CPA) to join our talented ... To accomplish your goal of successfully managing our company's tax and financial processes, you ...

AM Advisors LLC

Certified Public Accountant (CPA)

Oakland, CA · On-site

$86K - $118K/yr

CPA We are looking for a highly-analytical certified public accountant (CPA) to join our talented ... To accomplish your goal of successfully managing our company's tax and financial processes, you ...

AM Advisors

Certified Public Accountant (CPA)

Oakland, CA

$86K - $118K/yr

CPA We are looking for a highly-analytical certified public accountant (CPA) to join our talented ... To accomplish your goal of successfully managing our company's tax and financial processes, you ...

Solar Mason

Certified Public Accountant (CPA)

Scranton, PA · On-site +1

$74K - $102K/yr

Managing company's payroll system, ensuring timely and accurate compensation to our employees ... Certified Public Accountant (CPA) licensure is mandatory. * Bachelor's degree in Accounting or ...

Strebel & Klein CPA's LLP

Be Seen First

Senior Public Accountant CPA

Westhampton, NY · On-site

$90K - $120K/yr

Company Description Ten person CPA firm with diverse clientele including small and medium sized businesses, high net worth individuals, trusts and financial statement preparation engagements.

Strebel & Klein CPA's LLP

Be Seen First

Senior Public Accountant CPA

Westhampton, NY · On-site

$90K - $120K/yr

Company Description Ten person CPA firm with diverse clientele including small and medium sized businesses, high net worth individuals, trusts and financial statement preparation engagements.

Strebel & Klein CPA's LLP

Be Seen First

Senior Public Accountant CPA

Holbrook, NY · On-site

$90K - $120K/yr

Company Description Ten person CPA firm with diverse clientele including small and medium sized businesses, high net worth individuals, trusts and financial statement preparation engagements.

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsAccounting JobsAccountant JobsWealth Management CPA Jobs

Wealth Management Cpa information

See salary details

$61K

$95.6K

$156.5K

How much do wealth management cpa jobs pay per year?

As of Sep 11, 2026, the average yearly pay for wealth management cpa in the United States is $95,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management CPA vs Financial Advisor?

AspectWealth Management CPAFinancial Advisor
CertificationsCPA, CFP (optional)Series 7, Series 66, CFP (common)
Work EnvironmentAccounting firms, financial planning firms, corporate financeIndependent, bank, or brokerage firms
Primary FocusTax planning, compliance, financial analysisInvestment 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.

Can a wealth management CPA work in wealth management?

A wealth management CPA can work in wealth management, as their accounting, tax planning, and financial analysis skills are valuable in managing high-net-worth clients' portfolios. Many wealth management firms seek CPAs for their expertise in tax strategies, estate planning, and financial consulting, often requiring certifications like CPA or CFP. Their role typically involves advising clients on tax-efficient investments and comprehensive financial planning.

What are popular job titles related to Wealth Management Cpa jobs?

For Wealth Management Cpa jobs, the most frequently searched job titles are:

Infographic showing various Wealth Management Cpa job openings in the United States as of September 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 89% In-person, 9% Hybrid, and 2% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.

Certified Public Accountant (CPA)

San Pedro, CA • On-site

SAMEE VOHRA CPA TAX AND ACCOUNTANCY CORP.
See more jobs at SAMEE VOHRA CPA TAX AND ACCOUNTANCY CORP.external

$75K - $100K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 25 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

About the Role

We are looking for an experienced CPA to prepare individual and small business tax returns. The right candidate is accurate, efficient, and confident with federal and California tax rules, and comfortable managing a range of filings independently.


What You'll Do

•       Prepare individual tax returns (Forms 1040, Schedules A, C, and E), including multi-state filings

•       Prepare small business returns (LLC, S-Corp, C-Corp, and partnership)

•       Prepare sales tax returns and support payroll reporting

•       Review client documents and identify missing or inconsistent information

•       Perform bookkeeping work that supports accurate returns: bank and credit card reconciliation, month-end and year-end close support, and chart of accounts maintenance

•       Enter and reconcile tax data in Lacerte, QuickBooks, and Midas GI

•       Review financial statements and general ledgers for accuracy

•       Analyze income and expenses to support tax planning

•       Respond to and resolve notices from the IRS, FTB, and other agencies

•       Stay current on changing tax regulations and identify planning opportunities for clients

•       Build long-term client relationships through consistent, reliable, professional communication

•       Support other firm processes during peak season as needed


What You'll Need

•       CPA with 2+ years of hands-on experience preparing individual (1040) and small business returns

•       Current working knowledge of federal and California tax law

•       Experience preparing sales tax returns and a working understanding of payroll reporting

•       Experience resolving notices from taxing authorities

•       Strong analytical and time-management skills, with a track record of meeting filing deadlines

•       Ability to work independently and manage multiple client engagements at once

•       Clear, professional communication with both clients and colleagues

•       Ability to commute reliably to our San Pedro office five days a week, including during peak season


Nice to Have

•       Prior experience at a small or boutique firm

•       Hands-on experience with Lacerte, Midas, and QuickBooks


Hours and Season

This is a full-time, on-site role. Outside of tax season, hours are 9:30 a.m. to 6:00 p.m., Monday through Friday. From January through April, expect extended hours and some Saturdays — we want to be upfront about that so there are no surprises.


Benefits

Medical, dental, retirement plan, paid time off, continuing education or CPE reimbursement, licensing fee coverage


How to Apply

Apply through this posting with your resume. Add a brief message describing your tax preparation experience. We review applications on a rolling basis and will reach out to candidates we'd like to speak with.


Equal Opportunity

We are an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.

Company Description

We are a boutique, family-owned tax accounting firm with over 40 years of service in San Pedro, CA. We place an emphasis on excellent client service, responsiveness, and long-term relationships. Our clients include small business owners, medical professionals, hospitality businesses, and high-net-worth individuals.
Because we are a small team, the person in this role works directly with clients and sees engagements through from documents to filing — not a narrow slice of the process.