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Wealth Management Cpa Jobs (NOW HIRING)

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 ...

Oconnor & Rodriguez PA

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Tax Manager CPA

Saint Petersburg, FL · On-site

$90K - $130K/yr

... with wealth management and/or financial advisory firms. · Strong project management ... CPA and continuing education support, plus leadership and career advancement opportunities. · ...

Strebel & Klein CPA's LLP

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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

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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

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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.

The Misch Group

Certified Public Accountant

Findlay, OH · On-site

$70K - $96K/yr

Certified Public Accountant Job Summary We are currently seeking an experienced and thorough Certified Public Accountant (CPA) to join our rapidly growing firm. In this role, you will provide a ...

Integrated Tax Advisors

CPA

Tarentum, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

Canonsburg, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

Oakmont, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

South Heights, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

Indianola, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

Westland, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

Springdale, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

Bulger, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

Mars, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

Finleyville, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

Integrated Tax Advisors

CPA

Midway, PA · On-site +1

Working alongside wealth management firms, financial advisors, or family offices * Developing tax ... Maintain all required CPA licensing and professional responsibilities through the affiliated entity

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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 12, 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

Corryton, TN • On-site

Ziggurat Development LLC
See more jobs at Ziggurat Development LLCexternal

$62K - $85K/yr

Full-time

PTO

Re-posted 20 days ago

Job description

Benefits:
  • Bonus based on performance
  • Employee discounts
  • Paid time off

Entry-Level Certified Public Accountant (CPA)

Location: Knoxville, TN
Employment Type: Full-Time
Experience Required: CPA licensure is required; candidates with entry‑level experience are encouraged to apply and will be evaluated based on demonstrated competency and potential.
License Required: Active Certified Public Accountant (CPA) license (non-negotiable)
About Us

We are a family-owned organization overseeing thriving and diverse businesses.
Our team values integrity, collaboration, and long-term relationships. As we continue to expand, we’re looking for a motivated, detail-oriented CPA who wants to build a career across multiple industries and learn the full spectrum of accounting operations. 
Email Resumes to: Sal@zdcontracting.com
Position Overview

This entry-level CPA role is ideal for a newly licensed professional ready to apply their knowledge in a real-world environment. You’ll support financial operations across all three companies, gaining hands-on, real-world experience. This is a unique opportunity to grow with a supportive team while contributing to the financial health of multiple successful businesses.
Key Responsibilities

  • Assist with day-to-day accounting functions for all business entities
  • Prepare and maintain financial records, ledgers, and reports
  • Support month-end and year-end closing processes
  • Reconcile accounts, bank statements, and financial data
  • Assist with budgeting, forecasting, and cash flow tracking
  • Ensure compliance with federal, state, and local tax regulations
  • Prepare and review basic tax filings under supervision
  • Analyze financial information to identify trends or discrepancies
  • Collaborate with management to support financial decision-making
  • Maintain organized and accurate documentation across all companies
  • Participate in process improvements and internal control enhancements
Qualifications

  • Active CPA license required (no exceptions)
  • Bachelor’s degree in accounting, Finance, or related field
  • Strong understanding of GAAP principles
  • Excellent attention to detail and analytical skills
  • Proficiency with accounting software and Microsoft Excel
  • Strong communication skills and willingness to learn
  • Ability to manage multiple tasks across different business types
  • Positive attitude and interest in working within a family-oriented environment
What We Offer

  • Hands-on experience across three unique industries
  • Mentorship from experienced business owners and financial professionals
  • Opportunities for professional growth and expanded responsibilities
  • Supportive, family-centered work culture
  • Competitive compensation and benefits package