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" 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" button.