Tax Manager, High Net Worth
Position Summary :
Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
May supervise and / or train Internal Accountants.
Tasks :
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Establish tables of accounts and assign entries to proper accounts.
- Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
- Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial problems.
- Report to management regarding the finances of establishment.
Skills :
- Mathematics - Using mathematics to solve problems.
- Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Monitoring - Monitoring / Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
- Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
- Computer Skills Ability to operate spreadsheet, word processing and email and accounting software programs.
Experience and Education :
Bachelor's Degree; 3+ years
LI-RD1
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