Certified Public Accountant

Opportunity with Veater Financial Group

Certified Public Accountant

Location(s):

Fresno: 7108 North Fresno Street, Suite 410, Fresno, CA 93720

Remote candidates are not being considered at this time.

Veater Financial Group is a part of Osaic. This role is an "in office" role requiring attendance 5 days weekly in the office. Applicants located must be willing to work this schedule.

Role Type: Full time

Salary: $100,000 - $150,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

Primary responsibility is to provide tax advice working with clients to support the achievement of their financial goals. This includes completing client investment, tax and financial planning reviews and assisting the team with investment portfolio and operations management.

Responsibilities:

• Serve as the VFG expert on client needs in tax planning and tax minimizing strategies designed to meet their financial goals.

• Complete comprehensive client financial plans and work with financial planners to structure investment portfolios to address goals as well as prepare client trade instructions to clients upon request as needed.

• Complete/deliver retirement income analysis to clients upon request or as needed.

• Provide social security analysis, delivering complex and unique deliverable to applicable situations/clients.

• Extend invitations to new client introductory seminars and other outreach efforts to expand the VFG client base.

• Attend new client seminars and present, along with team members, on VFG principles.

• Maintain the highest level of confidentiality with all information obtained.

• Demonstrate knowledge of, and support, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior consistent with licensing.

• Participate in weekly staff meetings.

• On occasion, professionally represent Veater Financial Group at community events.

Education Requirements:

Bachelor's degree and certified public accountant required.

Basic Requirements:

• Ability to present and communicate ideas and concepts in public and private, verbally and in writing.

• Demonstrated accuracy and thoroughness to ensure the highest quality of work.

• Ability to demonstrate a positive customer service attitude and good personal skills.

• Experience using Microsoft Office and internet.

• Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality.

• Excellent problem solving, strong organizational and communication skills.

• Strong analytical skills and attention to detail.

Performance Factors:

• Attendance and Dependability: The employee can be depended on to report to work at the scheduled time and is seldom absent from work. Employee can be depended upon to complete work in a timely, accurate, and thorough manner and is conscientious about assignments.

• Communication and Contact: The employee communicates effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the company.

• Relationships with Others: The employee works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company. The employee exhibits a professional manner in dealing with others and works to maintain constructive working relationships.

Limitations and Disclaimer: This job description reflects management's assignment of essential functions; and nothing in this herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The above job description is meant to describe the general nature and level of work being performed. Employees will be required to follow any other job-related instructions and to perform other job related duties requested by their supervisor(s) in compliance with Federal and State Laws. Continued employment remains on an "at will" basis.

The work environment is that of a formal office atmosphere. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions.