cainwattersassociates

Summary/Objective Reporting to the Accounting Manager, the Staff Accountant is responsible for heavy compilation including bank reconciliation, general ledger and preparation of a balance sheet and income statement for a growing CPA firm specializing in financial planning to national clientele. Esse

Summary/Objective Reporting to the Tax Director, the Tax Manager I is responsible for serving as a leader in the tax department and ensuring accurate and timely processing of tax returns for the Firm by completing a final review of all returns, a detail review of some returns, managing workflow, and

Summary/Objective Reporting to the Vice President of Member Engagement, the Member Engagement Specialist is responsible for owning a defined portfolio of ELITE members referred by strategic partners, primarily Cain Watters & Associates (CWA). This role provides high-touch engagement, supports financ

Summary/Objective Reporting to the VP of Operations, the Reporting Analyst supports the organization by collecting, organizing, and maintaining reporting data used across multiple teams. This role focuses on ensuring the accuracy, consistency, and timeliness of recurring and ad‑hoc reports that info

Summary/Objective Reporting to the Chief investment Officer, the Wealth Management Director is responsible for the strategic leadership, growth, and execution of Cain Watters & Associates’ wealth management platform. This role oversees the delivery of comprehensive, goal-based wealth management serv

Summary/Objective Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and extern

Summary/Objective Reporting to the Director of Accounting, the Accounting Supervisor is responsible for reviewing the compilations prepared by staff members including bank reconciliation, general ledger, balance sheet and income statement for a growing CPA firm specializing in financial planning to

Summary/Objective Reporting to the Investment Operations Manager and Managing Director, the Investment Operations Associate is responsible for supporting the multiple processes of operating and managing investment portfolios. Essential Functions Support quarterly billing and revenue processes by per

Summary/Objective Reporting to the Vice President of Operations, the Member Support Coordinator is dedicated to providing exceptional support to ELITE members. This role manages high-touch service from inquiries through ongoing member success, focusing on ticketing resolution, data accuracy, onboard

Summary/Objective Reporting to the IT Applications Manager, the Application Programmer Analyst is responsible for designing, developing, testing, and maintaining software applications that support organizational goals and business processes. This role ensures seamless integration of applications, pr

Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal‑based financial planning and wealth management services to Cain Watters & Associates clients. This role serves as a primary advisor to clients, providing integrated guidance a

Summary/Objective Reporting to the Finance Director with accountability to the growth initiatives of the firm and the Chief Revenue Officer, the Growth & Revenue Analyst will build the data and reporting foundation for our growth engine. The analyst will support sales, marketing, and leadership with

Summary/Objective Reporting to the Chief Revenue Officer, the Growth Program Manager - Revenue & Strategic Initiatives will drive key growth initiatives across Cain Watters & Associates. This role sits at the intersection of sales, marketing, and operations and is responsible for turning strategy in