Portfolio & Tax Manager

2 months ago

Manhasset, United States Executive Alliance Full time
Job DescriptionJob Description

Full-service financial services firm is searching for an experienced professional to take ownership of portfolio management and tax returns for their mid-sized clientele, along with some general accounting and special projects. Company offers strong benefits package, work-life balance and casual culture. In-office role, base salary 150-175K.



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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