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![Executive Alliance](https://secure.icbdr.com/MediaManagement/T1/MSV1Y164YJ14S0C09T1.jpg)
Tax And Portfolio Manager
2 months ago
Our financial services client is searching for an experienced professional that would be primarily responsible for tax preparation and client portfolio management, along with some general accounting and special projects.
Company offers strong benefits package, work-life balance and casual culture.
Responsibilities:
- Corporate and Individual tax returns
- Portfolio management
- Financial and estate planning
- Risk management and tax planning
- Accounting
- Client relationships
Perks & Benefits:
- Medical/Dental/Vision
- Retirement plan
- Casual environment with work-life balance
- Advancement opportunities
Requirements:
- Bachelor's degree; Accounting or finance preferred
- Experience in tax accounting and portfolio management
- One of the following certifications or licenses is helpful but not required: CPA, CFP, CFA, Series 7, Series 65, Series 66.
Apply today for rapid consideration.
#IND2 #ZR
Company DescriptionGLOBAL stable instrument manufacturer used by multiple different industries.Company DescriptionGLOBAL stable instrument manufacturer used by multiple different industries.