Overview of Position:
Want a break from the grueling hours of tax season. We are a Wealth Management firm which needs help with tax preparation for both our entities and for a modest number of clients, help tracking fund performance, billing, and bookkeeping. We would also like someone excited about being part of a growing team putting forth an exciting integrated wealth management offering to better serve clients. Once the right candidate is chosen, we will add a tax preparation offering to our existing wealth and estate planning legal platform. Our firm proprietary funds which we have recently launched and will begin marketing to outside investment firms in mid-2020.
The firm is currently in an exciting high growth transition and it is desired that this new team member fulfill an executive role to help steer the company and to share in its success. Diverse experience in the above referenced areas is of course ideal but are willing to consider the right individual who will learn and grow with us as we scale.
Prepare and examine accounting records, financial statements, taxes, and other financial reports
Develop and analyze reporting for business operations and budgets
Create new processes to improve financial efficiency
Report analysis and findings to management team
Tax Return Preparation for both businesses and high net worth families (if CPA has small client base they may be able to move to us and increase salary).
Tax Preparation Experience (primarily $1 - $5M families with some small businesses and often real estate holdings)
Fundamental knowledge of accounting principles and GAAP knowledge is helpful
Experience with current computer accounting programs and reporting tools
Detail and deadline-oriented
Strong analytical and problem solving skills