CPA / Wealth Advisor

Heck Capital Advisors, LLC is an independent investment advisory firm with a strong foundation. We have been serving individual and institutional clients with comprehensive investment services from the heart of Wisconsin, where Robert Heck first began the family's investment legacy in the 1950's. Heck Capital's managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach with over $10 billion of assets under management, consultation, and advisement. Bringing Wisconsin values to our client relationships in 40 states with offices in Rhinelander WI, Milwaukee WI, Green Bay WI, and Minneapolis MN, and Scottsdale AZ.

Job Characteristics

• Job Level: Senior Associate or Director (Depending on Experience)
• Type of Position: Full Time, In-Person
• Based out of Heck Capital’s Rhinelander, Milwaukee, or Green Bay offices
• Exempt
• Anticipated Start Date: 2025
• CPA Designation Required

Essential Job Functions

The CPA / Wealth Advisor is an integral part of the Wealth Advisory team, playing a key role in providing tax planning and financial guidance to individuals, families, and businesses. We are seeking a candidate that is highly motivated, has a positive attitude, willing to work in a fast-paced environment, and willing to grow and take on new tasks and assignments.

• Provide tax planning to clients, ensuring compliance with tax laws and regulations
• Collaborate with financial advisors to develop integrated financial plans that align with clients’ goals and objectives for the future
• Offer guidance on tax-efficient strategies for retirement planning, estate planning, charitable giving and tax planning for corporations.
• Monitor changes in tax laws and regulations and advise clients on potential impacts
• Support the preparation of cash flow analyses, budgeting, and forecasting for clients
• Collaborate with the advisory team to create presentations or reports for client meetings
• Provide support for firm projects, such as researching tax issues, developing new processes, or improving workflows
• Stay informed on industry trends, financial products, and economic conditions
• Identify and pursue opportunities to grow the client base through networking, referrals, and business development activities.
• Other duties as assigned

Requirements:

• Bachelor’s degree in accounting, finance, economics or related field.
• Certified Public Accountant designated
• Proven experience in accounting, tax planning, and financial reporting (3-5 years preferred)
• Strong understanding of tax laws, regulations, and compliance requirements as they relate to investments
• Proficient in financial modeling, cash flow analysis, and forecasting
• Knowledge/familiarity with markets and investments.
• Ensures confidentiality with respect to all information pertaining to clients and potential clients.
• Excellent oral, written, and interpersonal communication skills
• Computer skills: Microsoft Office (especially Excel), Adobe suite of products and the ability to learn and adapt to changes in technology.
• Possess a commitment to professionalism, honesty, and strong work ethic.

Benefits:

Enjoy peace of mind with comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction.

How to Apply

Send Resumé and Cover Letter to:

Heck Capital Advisors

Email: heckcapital@heckcapital.com (Attn: CPA)

PO Box 738

Rhinelander, WI 54501on skills