Wealth Management Accountant: Main Duties and Responsibilities (00:50)
Matt Sowers' duties depend on the season; he helps businesses and individuals with all areas of their finances.
Wealth Management Accountant: Career Beginnings (00:40)
Sowers studied engineering in college before deciding to become an accountant.
Wealth Management Accountant: Keys for Success (00:40)
Sowers suggests having strong math and technology skills and a good personality. Keep current with tax laws and be organized.
Wealth Management Accountant: Education and Certification Requirements (01:40)
A person can either major in accounting or finance to become a wealth management accountant. Part of the job is constantly learning new software.
Wealth Management Accountant: Workplace Atmosphere (01:05)
Sowers enjoys his job's changing seasons. Depending on the time of year, he might be preparing tax returns or providing bookkeeping services.
Wealth Management Accountant: Advice for Aspiring Pros (01:15)
Sowers recommends taking specific classes in high school to determine if you like accounting and finances.
Wealth Management Accountant: A Day on the Job (01:49)
Sowers begins his day reviewing emails and returning calls. The type of work he performs depends on the tax season.
Wealth Management Accountant: Industry Goals and Services (00:33)
This profession provides financial advice as well as tax preparation and consultation services.
Wealth Management Accountant: Industry Challenges (01:30)
Consumers can use online accounting programs that may not meet industry guidelines and need to be reworked. Sowers discusses challenges with federal legislation.
Wealth Management Accountant: Looking at the Future (00:45)
With advances in technology, Sowers believes lower level positions in accounting will disappear.
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