RemotevilleRemote Accounting Planning Consultant Job in Irvine, CA Wright Ford Young & Co.
Accounting Planning Consultant Wright Ford Young & Co.
$125000 - $175000
AccountingBusiness PlanningFinancial ManagementFinancial PlanningPlanningResearch SkillsTeam Leadership
Senior (5-8 years) -
IrvineCA
Full service accounting firm with over 50 years of service to Southern California.
80+ employees
AccountingConsultingReal EstateHealthcare
Open for applications
Role
Who you are
- Law degree
- Minimum five years’ experience in estate planning
- Excellent verbal and written communication
- Customer service skills
- Excellent interpersonal, conflict resolution, and problem-solving skills
- Excellent administrative skills
- Ability to multitask
- High level of integrity, discretion, and confidentiality
- Self-motivated to produce and excel with minimal supervision
- Strong knowledge of Microsoft Office
- Ability to learn new software with minimal assistance
Desirables
- Experience in advanced tax and irrevocable trust planning
- Family partnerships
- Foundations
What the job involves
- Provide strategic financial planning and advice to clients
- Conduct comprehensive financial research and analysis
- Lead and manage a team of financial planners and consultants
Application process
- Watch our Life at Wright Ford Young & Co. and hear from employees on what it's like working at WFY: https://youtu.be/viB9MeTKnPA
Company
Company mission
Wright Ford Young & Co. is a full-service mezzanine accounting firm committed to enhancing careers while nurturing meaningful relationships. Their dedication to providing the highest quality audit, tax, estate, and business consulting services aims to improve business value, protect assets, and enhance business processes for small to mid-sized companies and family businesses.Company benefits
- Productivity bonuses
- No billable hour requirement
Company values
- Commitment to quality
- Client-focused
- Integrity
- Community support
- Continuous improvement