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Senior Client Advisory Specialist

Job in Montgomery, Montgomery County, Alabama, 36136, USA
Listing for: Wealth Management Partners, LLC
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Wealth Management Partners, LLC (WMP) is seeking a Senior member of the Client Advisory Team to enhance client relationships through proactive tax and business recommendations. You will manage complex tax issues and lead a team, ensuring exceptional service and mentorship.

The ideal candidate has a Bachelor’s degree in Accounting, CPA license, and at least 5 years of tax experience, embodying strong leadership and communication skills. Join WMP to transform client interactions through strategic planning.

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Position Requirements
10+ Years work experience
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