CPA Firm seeking a Tax Manager for its Family Office Group
Job Description
Responsibilities:
Supervise, direct a team members performing duties for the client.
Review income tax returns for corporations, partnerships, individuals, foundations, not-for-profit organizations.
Accounting for small businesses, including journal entries, bank reconciliations, and period-end adjustments (cash/accrual)
Prepare or review and analyze financial statements (both cash and accrual basis)
Prepare or review and analyze business plans, forecasts, projections and budgets
Independently manage client relationships, including tax planning, estate planning, and risk management. Role includes extensive interaction with clients via phone, email, and meetings.
Complete special client projects of a complex nature.
Qualifications
Requirements:
CPA
5 years experience in a Family Office Group
Strong tax knowledge, an understanding of estate planning, and personal financial planning experience is a plus
Ability to prepare and analyze financial statements
Additional Information
All your information will be kept confidential according to EEO guidelines.