- Partner with the Chief Investments Officer for client advisory purposes.
- Advise high net-worth individuals and small business owners who invest with the firm on important tax issues, as well as finance and accounting best practices.
- Review of clients files and general ledgers and delivery of analysis to client.
- Complete accounting and bookkeeping with accordance to GAAP
- Prepare and review annual tax filings
- Maintain and organize digital and physical financial records
- Assess all business transactions and prepare accurate reports on your findings
- Coordinate with employees on income tax research and planning.
- CPA preferred, not required.
- 3+ years of client facing tax experience.
- Strong professional communication, both verbal and written.
- Bachelors degree in accounting, finance, or a related field required
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Senior Tax Manager
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Senior Tax Accountant - St Paul, United States - Charles Joy Executive Search and Staffing
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1 month ago
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Description
Senior Tax Accountant - We are looking for a talented CPA in the tax space, who has a desire to learn the financial advisory and investments industry.
A successful candidate will work closely with clients who already invest with the firm on accounting, finance, tax issues and tax advisory, while growing their knowledge of investments and wealth advisory.
Duties/Responsibilities
Required Skills/Abilities:
Apply Today
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