Jobs at Cain Watters & Associates, LLC

Supports the Tax Team with federal and state income tax preparation, including individual, partnership, corporate, fiduciary, and personal property tax returns. Prepares client tax reports, extensions, estimated payment vouchers, notices, and organized workpapers. Conducts tax research, compares returns with projections, assists with workflow planning, communicates with clients and internal departments, and uses multiple software programs to manage returns and documentation.

Supports mergers and acquisitions for healthcare and dental businesses by analyzing financial statements, tax returns, and operational data; estimating business value; gathering diligence documentation; and preparing financial recommendations. The analyst communicates with clients, buyers, representatives, and third-party firms throughout analysis, letter of intent, and diligence phases, including quality of earnings reviews. The role requires strong financial analysis, organization, communication, and client relationship skills.

Serves as the primary relationship coordinator for high-net-worth clients, providing personalized communication, coordinating services across financial planning, tax, accounting, and investment teams, tracking requests and deadlines, resolving concerns, maintaining confidential records, and improving client service processes.

Supports financial planners with client relationship management, financial plan implementation, consult file preparation, tax return reviews, tax projections, investment allocation reconciliation, retirement plan analysis, client communications, and coordination with internal departments and external vendors. This is a full-time, structured eight-week internship requiring current enrollment in a bachelor's or higher degree program in Accounting, Tax, or a related field.

Supports financial planners with client financial plan implementation, tax return reviews, year-end tax projections, financial analysis, investment allocation reconciliation, retirement plan optimization, client communications, and workflow coordination. Assists with annual client meetings, coordinates internal and external vendors, and reviews and trains data input staff. Requires a bachelor’s degree in Accounting or Tax and CPA or CPA candidate status.

Leads mergers and acquisitions advisory activities, including client and buyer relationship management, market and transaction analysis, financial modeling, cash flow projections, client-buyer fit evaluations, negotiations, and post-closing advisory support. Develops buyer and transaction databases, facilitates client meetings, represents the firm at dental industry events, and supports educational and marketing initiatives. The role requires approximately 50% travel and a hybrid office schedule.

Provides comprehensive, goal-based financial planning and wealth management for clients, including investment oversight, tax-aware strategies, retirement planning, estate and insurance coordination, and business advisory support. Builds trusted client relationships, delivers personalized guidance, collaborates with tax and investment teams, ensures fiduciary and regulatory compliance, and supports client retention and referrals.

Provides executive administrative and operational support to the Chief Revenue Officer and Growth organization. Responsibilities include calendar and travel coordination, meeting preparation, document and presentation support, project tracking, action-item follow-up, records management, reporting, CRM updates, and coordination of partnerships, conferences, webinars, and events. The role requires strong organization, communication, discretion, attention to detail, and proficiency with Microsoft 365 and related business software.