About Us
Grant Private Wealth Management is a fast-growing, independent wealth management firm serving high-net-worth individuals and families. As we continue to scale, we are seeking an experienced Certified Public Accountant (CPA) to play a critical role in providing tax planning, financial guidance, and strategic advisory services to our clients.
This role is more than tax preparation. You will be an integral part of the client advisory team, working alongside wealth advisors and other professionals to help clients optimize their financial position, navigate complex tax matters, and achieve their long-term financial goals.
Key Responsibilities
Provide proactive tax planning and advisory services for high-net-worth individuals, families, and closely held businesses
Prepare, review, and oversee federal, state, and local tax filings
Analyze financial statements and identify tax-saving opportunities and planning strategies
Collaborate with wealth advisors to integrate tax considerations into comprehensive financial plans
Advise clients on retirement planning, estate planning, charitable giving, and business succession matters
Research and interpret tax laws, regulations, and compliance requirements
Assist clients with tax notices, audits, and regulatory inquiries as needed
Develop and maintain strong client relationships through ongoing communication and trusted guidance
Ensure compliance with applicable accounting standards, tax regulations, and firm policies
Support the firm's growth through exceptional client service and strategic financial insights
Qualifications & Experience
Bachelor's degree in Accounting, Finance, or related field
Active CPA license required
Proven experience in public accounting, tax planning, or financial advisory services
Strong knowledge of federal, state, and local tax regulations
Experience working with high-net-worth individuals, families, or business owners preferred
Familiarity with tax preparation and accounting software platforms
Strong understanding of financial statements, tax strategy, and business financial management
High attention to detail with excellent analytical and problem-solving skills
Proficiency in Microsoft Excel and financial reporting tools
Exceptional communication and client relationship management skills
Ability to thrive in a fast-paced, growth-oriented environment
What We Offer
Competitive compensation based on experience
Opportunity to grow with a rapidly expanding wealth management firm
Direct involvement in portfolio management and investment strategy
Collaborative, professional in-office environment
Long-term career growth and advancement opportunities
How to Apply
Please submit your resume and a brief cover letter outlining your experience and interest in the role.
Grant Private Wealth Management is an Equal Opportunity Employer.