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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - General
Min 2 yrs required
Financial Education Practice - Senior Associate The candidate will have the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve operational efficiency and to free up time that can be spent focusing on business strategy. Will have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies. Proactively assist in the management of several clients, while reporting to Managers and above. Train and lead staff. Establish effective working relationships directly with clients. Contribute to the development of own and team’s technical acumen. Keep up to date with local and national business and economic issues. Be actively involved in business development activities to help identify and research opportunities on new/existing clients. Continue to develop internal relationships and firm’s brand. Should have Bachelor Degree. Must have 2 years of experience. Should preferably have CFP, CPA, CFA and/or JD degreee. Demonstrated knowledge of common benefit plans (i.e., defined contribution plan, defined benefit plan, stock options, stock appreciation rights, deferred compensation plan) is preferred. Note : This is a temporary job.
Job ID: 25152WD.
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