What are the responsibilities and job description for the CPA/CFA position at Salt Creek Wealth Advisors?
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Duties:
- Collaborate with clients to develop financial strategies and goals
- Provide guidance on tax planning and preparation
Requirements:
- Certified Public Accountant (CPA) license/Certified Financial Analyst (CFA) Series 7/66 licenses-Preferred
- Bachelor's degree in accounting or related field
- Strong knowledge of accounting principles and practices
- Proficiency in financial concepts, general ledger accounting, and double-entry bookkeeping
- Experience with accounts receivable, payroll, and financial statement preparation
- Familiarity with corporate finance and public accounting standards
- Excellent analytical skills and attention to detail
- Strong communication and interpersonal skills
Benefits:
- Competitive salary based on experience and qualifications
- Health insurance coverage
- Retirement savings plan with employer match
- Paid time off and holidays
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Job Type: Full-time
Pay: $40,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience level:
- 1 year
- 2 years
- 3 years
Physical setting:
- Office
Schedule:
- Monday to Friday
Work Location: In person
Salary : $40,000 - $80,000