Gold Shield Wealth ยท 1 day ago
External CPA Partner
Myrtle Beach, SC
Full-time
Onsite
Senior LevelGold Shield Wealth is seeking an experienced, client-focused Certified Public Accountant (CPA) who is interested in building a long-term, collaborative relationship with a growing wealth management firm. The CPA will provide tax preparation, tax planning, and accounting services to clients referred by the firm while maintaining full independence.
Financial Services
Responsibilities
Deliver high-quality tax preparation, tax planning, and advisory services
Meet with referred clients in-office and virtually as needed
Collaborate with Gold Shield Wealth advisors to align tax and financial strategies
Manage all client relationships, billing, and regulatory compliance independently
Maintain professional, ethical, and confidentiality standards
Qualification
Required
Active CPA license in good standing
Proven experience in tax preparation and tax advisory services
Strong communication and client relationship management skills
Ability to work independently while collaborating with a financial advisory team
Preferred
Experience working with individuals, business owners, or high-net-worth clients
Benefits
Access to professional office space for client meetings
Ongoing client referrals from an established wealth management firm
Company
Gold Shield Wealth
Gold Shield Wealth is owned and operated by Amy Ross.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase