Portfolio & Tax Manager
1 month ago
Our full-service financial services client seeks experienced professional to take ownership of portfolio management and tax returns for their mid-sized clientele. Company offers strong benefits package, work-life balance and casual culture. In-office role, base salary 150-175K depending on experience.
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
- Bachelor’s degree; Accounting or finance preferred
- Minimum 5-6 yrs experience in both 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.
Base salary 150-175K, in-office role with great benefits, work-life balance
#ZR
Company DescriptionGLOBAL stable instrument manufacturer used by multiple different industries.Company DescriptionGLOBAL stable instrument manufacturer used by multiple different industries.-
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