Established in 1977, Charter Capital Management, LLC is a Brookfield-based registered investment advisory firm providing wealth management and tax preparation services to individual clients. We are seeking a CPA with tax preparation experience who is also interested in a career in the wealth management field.
Job Duties:
- Prepare client tax returns and tax estimates
- Assist Lead Advisor in carrying out planning, analysis, investment and other decisions that affect client relationships
- Prepare, review, and update financial plans, including working with clients to obtain the necessary information and ensure that it is accurately reflected in the plan
- Coordinate the transfer of client assets to the firm during new client onboarding, working closely with the operations team
- Work with Lead Advisors to develop and implement asset allocation strategies
- Rebalance portfolios as needed or as directed by the Lead Advisor working with the client
- Participate in client meetings and add value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information
- Create custom worksheets and analysis where needed to answer client questions or research investment opportunities
- Utilize the firm’s CRM and reporting platform (Advyzon) to create reports, manage workflows, and track client meetings, activities and tasks
- Perform occasional administrative duties as needed to support small office, including preparing paperwork, placing trades, executing fund transfers, etc.
- Train entry-level positions as needed
- Grow existing client relationships by adding more assets under management, identifying opportunities for additional services and seeking referrals
Qualifications:
- Bachelor’s Degree required
- Licensed CPA required
- Minimum 3 years’ experience in individual tax preparation
- Series 65 licensed or willing to obtain within 18 months of hire
- Proficiency with Lacerte or other tax preparation software, Excel, and Quickbooks applications preferred
- Excellent verbal and written communication skills
- Works well within a small team setting
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