cainwattersassociates

Summary/Objective The Tax Associate 1 Intern will report to the Tax Managers. The Tax Associate 1 Intern is responsible for directly supporting the Tax Team on federal and state income tax preparation; specifically, data entry of 1040 returns and Personal Property Tax (PPT). Essential Functions Prep

Summary/Objective Reporting to the Director of Transaction Success of 7 Pillars, the Mergers & Acquisitions Analyst assists with initial underwriting and financial analysis for healthcare and healthcare-adjacent businesses pursuing a transition. The analyst reviews financial statements, tax returns,

Summary/Objective Reporting to the Financial Planner, the Client Relationship Manager serves as the primary relationship coordinator and trusted point of contact for a select group of high-net-worth clients, delivering a highly personalized service experience through proactive communication, thought

Summary/Objective Reporting to the Chief Revenue Officer, the Executive Administrative Assistant is responsible for providing administrative, operational, and project support while helping drive coordination across the Growth organization. This role partners closely with business leaders to manage e

Summary/Objective The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relations

Position Summary Reporting to the Senior Vice President of Business Development, the Senior Director / Vice President, Mergers & Acquisitions is responsible for developing meaningful relationships with 7 Pillars clients and cultivating ongoing working relationships with potential partner entities. T

Summary/Objective Reporting to a Partner and the Director of Wealth Management, the Wealth Advisor is responsible for managing a group book of client relationships, delivering comprehensive financial planning and investment advisory services. This role is ideal for a credentialed professional (CFP®

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 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