At DBHW Wealth Partners, our team of financial planners, wealth managers, tax professionals, and accounting advisors have more than 200 years of combined experience. We work collaboratively to afford clients the best possible financial outcomes – integrating our areas of expertise to minimize their tax liabilities and maximize their opportunities for success. Our knowledge and confidence run deep.
But we’re more than a group of colleagues. We’re a family. We care about each other, support each other, and work hard for our clients and community. The work we do is important, and we have fun doing it. Caring, confident, accessible, and committed to you – that’s the DNA of our team.
Ready to join us? Browse our current openings below.
To apply, please send your resume to firstname.lastname@example.org and email@example.com
The Senior Tax & Accountant will plan and direct the tax/accounting activities of the department.
The Senior Tax & Accountant will prepare tax returns for individuals, companies, or organizations under the guidance of a certified public accountant. The Tax Preparer may also assist accountants with preparation of returns for complex businesses, trusts, and nonprofit organizations.
Education and Experience:
Job Type: Full-time
Pay range is based on experience.
Ability to commute/relocate:
The bookkeeping and accounting staff members maintain our clients financial and business records. The bookkeeper/Junior Accountant is responsible for ensuring the accuracy of the client’s financials, reconciliations, preparing journal entries, timeliness of information, reporting requirements, payroll and payroll tax filings, estimated tax planning, and maintaining communication with the client always. It is expected that the bookkeeping staff members will adhere to a strict line of ethics when working with any of our clients. It is also expected that you will be able to be available to answer any client questions/concerns they may have and maintain a constant line of communication with the client. It is critical for our accounting staff to identify opportunities to support other departments such as tax and financial services.
Support our team of Senior Wealth Planners by creating financial plans, creating presentation materials, and providing technical reporting while using tools standardized to our industry. Becoming an expert in financial planning, building portfolios, analyzing risk, and supporting all wealth management issues for clients. Supporting the Associate Advisors by collecting, analyzing, and entering financial planning source documents into our financial planning software with the highest level of accuracy. Reviewing financial statements for accuracy in addition to inputting data to match our client's financial and life goals. Supporting our team during client meeting sessions by recording comprehensive notes, action plans, and planning opportunities. Analyzing data to identify opportunities and develop advanced planning techniques. Ideal position for anyone on the Financial Advisor track.
Financial Analyst I Responsibilities: