Certified Public Account (Director)

Position:              Certified Public Account (Director)

Reports To:         CEO & President

Summary:           EP Wealth Advisors, LLC (“EPWA”) is an investment management, financial planning and wealth advisory firm.  With over $4.2 Billion in assets under management and 80+ employees, EPWA serves predominately high net worth individuals in California and Colorado.  EPWA is currently seeking an experienced Certified Public Accountant. As a member of the EPWA Managers and Directors team, this position is responsible for developing and managing tax services provided to clients such as federal and state tax preparation, tax projections and analysis. This position involves client facing activities providing comprehensive tax services to existing clients, developing new business, and assisting our advisors and financial planning team with strategic tax planning.

Responsibilities:

• Participate in internal strategy discussions for clients, collaborate with advisor teams and planning departments to address tax services objectives.
• Manage coordination and integration of tax services, analysis, and department projects.
• Prepare tax projections, net worth, cash flow, investment planning, insurance summaries and investment and other tools for use in wealth planning engagements.
• Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities.
• Publicly represent the accounting department. Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities.
• Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firm’s business development and client retention objectives.

 

Qualifications:

• Working knowledge of tax preparation; preferably 5+ years of experience as well as considerable knowledge of partnership, corporate, and individual taxation
• Licensed: Certified Public Accountant
• Proficient with Windows and Microsoft Office
• Prior experience with CRM software.
• Excellent written and oral communication skills
• Experience and willingness to participate in public speaking events, prospect meetings
• Extremely detail oriented, exceptional follow through, reliable
• Ability to maintain positive attitude, self-motivated, ethically sound judgement
• Excellent client relations and communication skills
• Strong interpersonal skills, ability to work well with all levels of the firm
• Ability to work independently and exercise discretion without direct and immediate supervision

 

* Salary is director level, competitive and depending on experience.

** As a full-time employee, you will qualify for health insurance, dental, vision, Life Insurance, LTD/STD, 401K retirement plan, and other voluntary benefits.  EP Wealth Advisors, LLC. is an equal-opportunity employer.

 

***Please send resume to our Human Resources department: careers@epwealth.com

Contact

Contact Person careers@epwealth.com

Ad Number 00003401