Campbell & Company Wealth Advisors and CPA Firm with locations in Spring Hill, Odessa, and Inverness is looking for the best and brightest to join our team.
Campbell & Company Wealth Advisors and CPAs is an established and reputable financial services firm that offers a wide range of services, including wealth management, investment advisory, and tax planning for those in, or near retirement.
We have a team of experienced professionals who work collaboratively to provide our clients with top-notch services that meet their unique needs. Putting client needs first is deeply rooted in our culture and at the core of everything we do.
Key Responsibilities:
- Prepare tax returns for individuals, businesses, and other entities
- Conduct tax research to ensure compliance with federal, state, and local tax laws
- Assist clients with tax planning and financial management
- Communicate with clients to provide guidance and advice on tax-related matters
- Collaborate with other team members to provide comprehensive financial services to clients
Requirements:
Accounting degree CPA or EA candidate a must.
Strong analytical, communication, and computer skills.
Time and project management skills.
Have a firm grasp of accounting and financial practices, and regulations.
Be prompt, detail-oriented, and professional.
QuickBooks experience is a must. Redtail and Charles Schwab platforms are a plus.