Hybrid, work -life balance, 20% payout on all new business, growth potential, and roadmap to growth!
This Jobot Job is hosted by : Mark C. Johnson
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary : $120,000 - $140,000 per year
A bit about us :
Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Why join us?
Work-life balance
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package
Job Details
Key high level responsibilities and what we're looking for :
- Must have family office experience and experience working directly with clients
- Pays bills for clients
- Will have to juggle different client needs all at once
- Must be well versed in tax
- Will prepare reviews
- Reviews financial statements of the accounting associate
- Must have reviewing experience
- Needs to be knowledgeable about the HR side of things like payroll, timesheets, etc
- Preparation and review of personal, business and fiduciary income tax returns including multi-state filings
- Preparation and review of tax projections for planning and estimated taxes and other tax planning
- Respond to tax notices and assist with tax audits
- Tax research and special projects
- Forensic accounting and other financial work for matrimonial actions
- Provide business management / financial administration / financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements)
- Review client specific reports including financial statements, budgets, cash flow and spending reports
- Responsible for developing and maintaining superior client relationships
- Interaction with other members of a client’s wealth management team
- Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability
Ideal Background :
- Extensive knowledge of income tax planning, financial planning and financial administration
- Bachelor’s degree in Accounting, Masters in Tax a plus
- CPA license preferred
- 5 7 years of High Net Worth tax experience
- Proficiency with CCH Axcess Tax and QuickBooks
- Ability to manage professionals, workflow and adept at meeting deadlines
- Family office experience working directly with clients is required
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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