TAG Advisors, a financial services firm based in Glen Allen, Virginia, is seeking a CPA for a unique partnership opportunity with unlimited growth potential. We are seeking an experienced Certified Public Accountant, with a focus in tax, to serve as the TAG Advisors in-house tax expert/Controller.
The ideal candidate is a tax professional with at least 5-10 years of experience in income tax preparation, including experience in public accounting, with a keen interest in working directly with individual clients to review their tax picture and prepare yearly filings, as well as serve as the in-house consultant for all tax-related questions encountered by retail clients and the financial planners TAG Advisors supports. This person would also handle all bookkeeping, A/P, and A/R. This opportunity would allow the candidate to continue their tax practice with their current clients while also doing tax work for new clients referred by advisors.
This opportunity could be a fit for experienced CPA’s who have considered starting their own practice, or those who desire unlimited income potential and opportunity for revenue-sharing, without the limitations of billable hours and unnecessary corporate structure.
About TAG Advisors
TAG Advisors operates one of the largest Office of Supervisory Jurisdiction (OSJ) offices in one of the nation’s largest independent Broker/dealers, Cambridge Investment Research. The branch has over 250 registered financial representatives located throughout the United States and over $4 billion in assets under advisement. The TAG Advisors’ team make it their mission to streamline and simplify advisor hurdles, such as completing paperwork, administrative duties, and compliance. TAG Advisors is an organization positioned to deliver support, with the mindset of independence first.
In addition to supporting financial representatives across the nation, TAG Advisors also serves individual retail investors through their TAG Wealth division. TAG Wealth is the wealth management and financial planning backbone for TAG Advisors. TAG Wealth’s goal is to provide rigorous investment management along with a personalized planning experience to the clients whose interest we serve. As a leader in the financial services industry since 1987, this ensemble of independent financial advisors brings over 40 years of experience in comprehensive financial planning and client support. As independent a...dvisors, they are not tied to any particular family of funds or investment products. This combination of experience and independence allows TAG Wealth to fully serve their clients’ needs with customized financial solutions.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TAG Advisors and Cambridge are separate entities.