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.