HYBRID-Senior HNW Client services Accountant at Jobot
New York, NY 10016
About the Job
Hybrid, work -life balance, 20% payout on all new business, growth potential, and roadmap to growth!
This Jobot Job is hosted by: Dana Stewart
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $130,000 per year
A bit about us:
Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Why join us?
Work-life balance
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package
Job Details
Job:
Tax research
Preparation and review of individual income tax returns including multi-state filings
Forensic accounting for divorces
Special projects
Interaction with other members of a client’s wealth management team
Preparation and review of tax projections for planning and estimated taxes
Provide business management services for multiple clients (this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements).
Respond to tax notices and assist with tax audits.
Responsible for developing and maintaining superior client relationships.
Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability.
Requirement
CPA
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Dana Stewart
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $130,000 per year
A bit about us:
Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Why join us?
Work-life balance
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package
Job Details
Job:
Tax research
Preparation and review of individual income tax returns including multi-state filings
Forensic accounting for divorces
Special projects
Interaction with other members of a client’s wealth management team
Preparation and review of tax projections for planning and estimated taxes
Provide business management services for multiple clients (this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements).
Respond to tax notices and assist with tax audits.
Responsible for developing and maintaining superior client relationships.
Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability.
Requirement
CPA
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
100,000 - 130,000 /year