On-Site CPA: Wealth Management & Tax Strategy
Job in
Lexington, Lexington County, South Carolina, 29071, USA
Listed on 2026-08-27
Listing for:
David Wealth Management Group
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
David Wealth Management Group is seeking a Certified Public Accountant (CPA) to provide on-site accounting and tax services in Lexington, SC. The role includes preparing and reviewing financial statements, tax planning and preparation for individuals and businesses, and maintaining accurate records to support wealth management strategies.
You will collaborate with advisors to support client meetings and contribute to process improvements that enhance service quality and efficiency while
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