Experience with individuals and various business entities
Ability to manage interruptions and shifting priorities
Strong communication skills
Responsibilities
Manage clients' financial and personal affairs
Conduct accounting and financial planning
Review insurance and manage real estate transactions
Plan for income and estate taxes
Lead unique personal and business projects
Address marriage and divorce planning
Assist with high-value purchases like cars and yachts
Benefits
Opportunities for professional development
Work on diverse and complex projects
Collaborative and supportive team environment
Engagement with a variety of clients
Potential for handling unique, high-stakes situations
Full Job Description
Job Description
Business Management Tax Accountant
Our Business Management Accountants are actively engaged in managing their clients' daily financial and personal affairs including accounting and financial planning, insurance review, real estate transactions, and income and estate tax planning. They will also learn the skills necessary to become the primary team member to handle unique projects that include personal and business staffing, marriage and divorce planning, and car/plane/yacht purchases. These examples only scratch the surface of what our Accountants do during the course of a day.
Qualifications and requirements: • CPA and/or Master of Taxation is preferable. • 4-5 years of experience in tax and financial planning for individuals, corporations, LLC's and pass through entities. • The ability to handle multiple interruptions and adjust priorities throughout the day. • Excellent communication skills.
Business Management Accountants are a special type of accountant: they thrive on the challenge of working with multiple clients, they are calm during client emergencies, they are able to adapt to challenging personalities, and they enjoy being a solid figure in their clients' lives. If you are that person, we would love to have you as part of our team.
