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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Tax - General
Min 5 yrs required
Personal Financial Services Tax - Manager The candidate will have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity. As a Manager, work as part of a team of problem solvers with extensive consulting and industry experience, helping clients solve their complex business issues from strategy to execution. Specific responsibilities include to: Proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above. Be involved in the financial management of clients. Be actively involved in business development activities to help identify and research opportunities on new/existing clients. Contribute to the development of own and team’s technical acumen. Develop strategies to solve complex technical challenges. Assist in the management and delivering of large projects. Train, coach, and supervise staff. Keep up to date with local and national business and economic issues. Continue to develop internal relationships and brand.
Qualification and Experience
The candidate should have Bachelor Degree. Required Fields of Study: Accounting. Should have 5 years of experience. Certification(s) Required: CPA, Enrolled Agent or Member of the Bar. Preferred Knowledge/Skills: Thorough knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work. Comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
Job ID: 43016WD
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