Arbor Wealth Management, a fee-only, fiduciary wealth management firm located in Miramar Beach, FL is looking to add a CPA to it's financial planning division.
Qualified candidates will have their CPA license, experience in tax planning and preparation, and an interest in/willingness to learn financial planning/wealth management skills.
Requirements include but may not be limited to:
1) Working with Arbor Wealth advisors to provide tax planning for existing client base;
2) Tax preparation for existing client base;
3) Networking and new client development.
Additional Salary Information: Salary is commensurate with experience.
About Arbor Wealth Management, LLC
Arbor Wealth Management is a fee-only, fiduciary investment advisory firm in Miramar Beach, FL.
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Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.