Overview

About Bridgeport:

We are a dynamic Registered Investment Advisor (RIA) dedicated to providing exceptional wealth management services to our valued clients. Our small but highly skilled team is committed to delivering personalized financial solutions that cater to the unique needs of our clients.

About the role:

We are seeking a meticulous and driven CPA to join our team. In this role, you will be responsible for managing tax preparation and compliance for our wealth management clients. You will collaborate closely with our financial advisors to provide comprehensive financial planning and tax strategies.

Essential Duties

In this role you will:

Education & Experience

The ideal candidate will possess an intermediate to advanced level of experience with public accounting or tax services, preferably with high-net-worth individuals or families- ideally with a proven track record in a leadership or supervisory role.

Certificates & Licenses

Preferred Skills

Compensation: $120,000-$160,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

This role is eligible for a sign-on bonuse for qualified applicants.

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Cambridge Investment Research, Inc.

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