Wealth Management CPA

Company Description

1CR Club is an all-in-one wealth management and financial advisory platform designed to help individuals and families achieve financial independence. Through personalized financial planning, seamless investment execution, and proven strategies, the platform enables users to plan, invest, and prosper with confidence. Offering a wide range of customized financial solutions, 1CR Club specializes in business and personal financial planning, investment advisory, insurance planning, and tax and estate planning. The organization’s mission is to support clients in navigating financial decisions while fostering sustainable growth.

Role Description

This is a full-time on-site role for a Certified Public Accountant (CPA) based in South Delhi. The CPA will be responsible for preparing and analyzing financial statements, assisting with tax preparation and compliance, and overseeing accounting operations. The role also involves advising on financial strategies, ensuring regulatory compliance, and supporting clients with business and personal finance planning. Attention to detail, problem-solving, and collaboration skills are vital for this position.

Qualifications

• Proficiency in Financial Statements preparation and analysis
• Tax Preparation and compliance expertise
• Certified Public Accounting (CPA) certification and related knowledge
• Strong background in Finance and Accounting principles
• Excellent analytical, organizational, and critical thinking skills
• Proven ability to manage multiple tasks efficiently while meeting deadlines
• Bachelor's degree in Accounting, Finance, or a related field (Master's degree is a plus)
• Familiarity with tax laws, regulations, and accounting software tools