Wealth Advisory Accountant

Wealth Advisory Accountant

Work Schedule:

Full-time

Employment Type:

Permanent / Direct-Hire

Job Location Type:
Hybrid

This trusted, established, and highly respected SF Bay Area financial management firm is actively interviewing for an Accountant to work on its Wealth Advisory team. Join an environment where accounting expertise, excellent client service, and strategic wealth planning come together.

This is an excellent opportunity for a CPA, Enrolled Agent (EA), or accounting professional who enjoys helping clients make informed decisions. This person should have a broad range of experience around tax strategy, retirement planning, estate planning, investment activity, and long-term wealth management. If you thrive on building trusted relationships and delivering meaningful financial guidance, this Wealth Advisory Accountant opportunity could be the career move you have been looking for.

This Wealth Advisory Accountant will support a relationship-driven organization operating within the wealth management and financial advisory industry, serving individuals, families, executives, and business owners with diverse financial planning needs. The organization continues to expand its client services platform while maintaining a strong focus on personalized guidance, technical excellence, and long-term client success.

The Wealth Advisory Accountant will report to the Managing Director of Financial Advisory Services. This individual will collaborate closely with Wealth Advisors, Financial Advisors, Certified Public Accountants, Enrolled Agents, Money Managers, investment professionals, estate planning specialists, and client service teams. While direct supervisory responsibilities may be limited initially, this person will serve as a valued technical resource and mentor across the organization.

The San Francisco Bay Area offers an exceptional combination of professional opportunity, cultural diversity, and lifestyle flexibility. Residents enjoy access to renowned universities, innovative industries, beautiful outdoor recreation, and a thriving arts and entertainment scene. From world-class dining and professional sports to hiking trails, waterfront destinations, and year-round activities, the region provides something for nearly every interest. Professionals relocating to the area are often drawn by its economic strength, career growth opportunities, and access to a broad network of business and financial leaders.

For a Wealth Advisory Accountant looking to build a long-term career while enjoying an outstanding quality of life, the Bay Area remains one of the country's most attractive destinations.

• Partner with Wealth Advisors, Financial Advisors, CPAs, EAs, investment teams, and estate planning professionals to develop integrated wealth management strategies.
• Analyze client financial information, including assets, liabilities, cash flow, investment holdings, and business interests.
• Support tax-efficient planning initiatives related to retirement, estate planning, charitable giving, and wealth preservation.
• Prepare client-facing financial analyses, planning reports, and recommendations that simplify complex financial matters.
• Participate in portfolio review discussions and help clients understand the impact of investment and tax planning decisions.
• Monitor changes in client circumstances and recommend adjustments to financial planning strategies as needed.
• Educate clients on financial planning concepts, investment opportunities, and wealth management solutions.
• Maintain compliance with applicable regulations, ethical standards, and internal quality expectations.
• Assist with process improvements, knowledge sharing, professional development initiatives, and best practice implementation within the advisory team.
• Build strong working relationships with advisory, operations, administrative, and client service professionals to ensure an exceptional client experience.
• Contribute to departmental growth by supporting workflow management, operational effectiveness, and service excellence initiatives.

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.
• 4+ years of experience in public accounting, wealth management, financial advisory services, tax planning, or a related environment.
• CPA, Certified Public Accountant, Enrolled Agent (EA), CFP or similar professional credential preferred.
• Experience supporting high-net-worth individuals, families, executives, or privately held business owners.
• Strong understanding of financial planning, tax strategy, retirement planning, investment management, and wealth preservation concepts.
• Ability to collaborate effectively with Wealth Advisors, Financial Advisors, Money Managers, and other professional service providers.
• Experience utilizing financial planning software, CRM platforms, reporting tools, and Microsoft Office applications.
• Strong analytical skills with the ability to convert complex financial information into…