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HYBRID- Tax Associate/HNW Family office

Company: Jobot
Location: New York
Posted on: June 10, 2024

Job Description:

Hybrid, work -life balance, 20% payout on all new business, growth potential, and roadmap to growth!This Jobot Job is hosted by: Dana StewartAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $100,000 - $130,000 per yearA 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 hoursHybrid and flexible schedulingRoadmap to promotional growthComprehensive benefits packageBonusJob DetailsPreparation and review of individual income tax returns including multi-state filingsForensic accountingInteraction with other members of a client's wealth management teamPreparation and review of tax projections for planning and estimated taxesProvide 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.RequirementsExtensive knowledge of income tax planning and financial planningBachelor's degree in Accounting, Masters in Tax a plusCPA5 - 7 years of High Net Worth tax experienceProficiency with CCH Axcess Tax and QuickBooksInterested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, New York , HYBRID- Tax Associate/HNW Family office, Administration, Clerical , New York, New York

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