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Investment & Financial Planning Tax Associate 120

1 month ago

St Paul, United States Fricke Recruiting Full time

Job Title:

Investment & Financial Planning Tax Associate 120-150k + Bonus

Location:

MPLS/St. Paul

Salary Range:

120-150k + Bonus

Identifier/Sizzle:

A well-established Financial Services Wealth Management.

Approaching 1 Billion in AUMS’s by word-of-mouth growth.

My client has highly intelligent executive leadership that is run like a family based privately held business from the past.

Description/Position:

My client is seeking a tax professional with strong tax knowledge to provide tax and financial planning consultation to mid-to-high net worth clients.

Tax Compliance

Retirement Planning

Financial Planning

Cash Flow and Compensation Consultation

Estate Planning

Investment and Financial Advisory

Taxation Advisory and Compliance

Required:

Questions to be submitted with your resume

Are you an experienced tax professional?

Do you have interest in becoming a Investment & Financial Planning Tax Associate?

Do you have five-plus years of experience preparing and reviewing individual tax returns or familiarity with fiduciary taxation and estate administration?

Are you at a senior level CPA in public accounting firm consulting mid-to-high net worth clients?

Do you have a CPA or MBA?

Do you have a minimum of 5+ years’ experience?

Job

category/Industry:

Private Equity

Position ID: 201012

Please submit your resume to

FrickeRecruitingServices@gmail.com

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