CPA / Financial Advisor

Job Title:

Certified Public Accountant (CPA) -

Tax & Financial Advisory Company:

Bridgewealth Advisory Group, LLC Location:

986 W. Alluvial Ave. Suite 101. Fresno, CA 93711

Employment Type:

Full-Time About Bridgewealth Advisory Group, LLC Bridgewealth Advisory Group is a growing financial services firm dedicated to helping individuals and businesses achieve long-term financial success. We provide comprehensive wealth management, tax planning, and strategic financial guidance tailored to each client's unique goals. Position Overview We are seeking an experienced and client-focused Certified Public Accountant (CPA) to provide tax and financial advisory services to our clients. This role is ideal for a professional who enjoys building relationships and delivering proactive, high-impact financial guidance. Key Responsibilities Develop and implement tax-efficient strategies for clients Provide ongoing financial advice aligned with clients' wealth goals Collaborate with financial advisors to deliver integrated planning Stay current on tax laws, regulations, and compliance requirements Communicate complex financial concepts clearly to clients Identify opportunities for tax savings and financial optimization Qualifications Active CPA license (required) 3+ years of public accounting or advisory experience preferred Strong knowledge of federal and state tax regulations Experience working directly with clients Excellent communication and interpersonal skills Detail-oriented with strong analytical abilities Preferred Skills Experience with high-net-worth individuals or small business clients Financial planning or advisory experience Familiarity with tax and accounting software What We Offer Competitive compensation and performance-based incentives Opportunities for professional growth and development Collaborative and client-focused work environment How to Apply Please submit your resume and a brief cover letter outlining your experience and interest in the role.

Pay:

$75,000.00 - $200,000.00 per year

Benefits:

401(k) matching Financial planning services Health insurance Health savings account Paid time off Retirement plan

Work Location:

In person