Nisivoccia CPAs
Nisivoccia LLP, a regional CPA and Wealth Management firm, is seeking a Wealth Management Assistant to support its growing team in a fast-paced, client-focused environment. The role involves providing exceptional administrative and client service support, managing account paperwork, and maintaining the firm's CRM database. The ideal candidate will combine strong organizational skills with a deep commitment to client care and professionalism.
Trusted New Jersey CPA firm delivering audit, tax, accounting, and advisory services to businesses, nonprofits, and municipalities for over 55 years.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Nisivoccia CPAs.
Nisivoccia CPAs didn’t post a salary, so this is our estimate from similar listings.
37% below the average for this role