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EP Wealth Advisors, LLC
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.
* 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: firstname.lastname@example.org
Ad Number 00003401
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