CPA - Certified Public Accountant, PFS - Personal Financial Specialist
Bachelors or equivalent
Accountant & Financial Advisor
Seeking a CPA who is interested in a career pivot into general financial planning and investment advice.
Experienced tax and/or generalist accountant, with 3 years or more experience. Ideal candidate will have been preparing individual or small business tax returns, and performing other detailed accounting and bookkeeping work year-round. Familiarity with brokerage accounts and investments is a plus, but not a requirement.
The primary day to day role is as a financial advisor in a registered investment advisor firm with ~$350 million under management. We integrate tax planning and return preparation into overall family financial advice. 10 weeks a year: More time spent on taxes, under direction of experienced CPA partner. Periodic updating of quarterly estimates, one-off events and transactions, etc. We have a commitment to working normal hours during tax season.
Most of the year: Financial planning and advice, under direction of experienced CFA partner. Retirement projections; savings review; executive compensation management. Portfolio surveillance and rebalancing. Performance reporting. Training in these areas will be provided. We have our investment strategies in place; you will learn to help us put them into practice for our clients.
Looking for someone comfortable with constant client interaction. Extreme attention to detail required: Following up; calendaring tasks; note-taking; exceed client expectations at all times.
Undergraduate degree in accounting. Willing to enroll and complete Personal Financial Specialist designation from AICPA, or Certified Financial Planner designation. Lacerte, MS Office, CRM note-taking, paperless cloud environment, etc.
This is a career-oriented position, with growth and partnership opportunities. You will learn all aspects of our business. In five years you’ll know how to run a business like ours. Naturally, we hope you will stay and run this one. Salary and benefits competitive with financial planning and accounting professions.
Located in Lafayette, CA. Three blocks to BART station.
Undergrad degree in accounting preferred. Completed CPA. Work toward PFS or CFP.
High commitment to accuracy and detail
Able to keep track of complex client situations and complex office workload
Moving from task to task fluidly throughout the day
Desire to help people. Willing to pick up the phone and call clients, vendors, etc. when needed
Willing to have work reviewed constantly, with constructive and polite feedback. Quality and accuracy are paramount, and we double-check each other’s work all the time. No egos.
Client services: forms, transfers, account consolidation, other account servicing
Prepare reports and summaries for client meetings
Manage clients’ online portals
Manage CRM and note-entry process
Post blogs and other commentary to website
Social media management
Coordinate client and prospect events
Scanning and archiving client documents
Additional Salary Information: Bonus potential up to 20%.
VR Advisors is a registered investment advisor, with an emphasis on total family financial management. We provide tax planning and preparation, along with the more traditional offering of financial advice/planning and asset management. We have $350 million under management for households mostly in the SF Bay area. We are the "family CFO" to our clients.
Our two key principals are a CFA holder a...nd CPA holder, and our culture is built around a combination of these two practice areas.
We employ relatively conservative, low-cost investment strategies using mostly index funds and ETFs.