Tax Associate/HNW Family Office

Hybrid, work -life balance, 20% payout on all new business, growth potential, and roadmap to growth.

This Jobot Job is hosted by: Dana Stewart
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $100,000 - $130,000 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 - Does not track billable hours
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package
Bonus

Job Details

Preparation and review of individual income tax returns including multi-state filings
Forensic accounting
Interaction with other members of a client's wealth management team
Preparation and review of tax projections for planning and estimated taxes
Provide business management 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).
Respond to tax notices and assist with tax audits.
Responsible for developing and maintaining superior client relationships.
Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability.

Requirements
Extensive knowledge of income tax planning and financial planning
Bachelor's degree in Accounting, Masters in Tax a plus
CPA
5 - 7 years of High Net Worth tax experience
Proficiency with CCH Axcess Tax and QuickBooks

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.