High Net Worth
5 days ago
Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business, local government and high net worth families. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology and wealth management services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals. Office locations include: Kansas: Wichita, Overland Park, Manhattan, Hutchinson, McPherson, Hays, Great Bend, Colby, Larned Arkansas: Little Rock, Jonesboro Position Summary The individual in this position prepares primarily individual and fiduciary income tax returns with some exposure to partnership and corporate income tax returns. Additionally, a successful candidate should be interested in developing into a multi-disciplinary professional who is passionate about learning all aspects of wealth management. This individual will join a dynamic team that thrives to provide the highest quality of holistic wealth services to our clients. The Staff Tax Accountant is familiar with tax standard concepts, practices, and procedures. A certain degree of creativity and latitude is required. This individual will work on the High Net Worth focus area team. FLSA Status: Exempt Requirements Required Experience and Education Bachelor's degree in Accounting or similar field with 0-3 years in relevant position or equivalent combination of education and experience. Major Duties and Responsibilities Prepares tax returns (individual, fiduciary, partnership and corporate) and conducts any necessary tax research Assists High New Worth team with providing holistic tax and wealth management counsel to our clients Prepares tax planning and consulting workpapers Prepares work papers that are organized, neat, cross-referenced and supported by conclusions Uses reference materials in researching tax and accounting issues Maintains accurate time and expense records to ensure proper billing of clients Complies with relevant continuing professional education requirements Enhances the firm image by demonstrating "executive presence". This means instilling confidence in those you meet by manner, spoken and written word and professional appearance Performs other duties as assigned Desired Skills, Abilities and Characteristics Ability to maintain confidentiality of firm and client information Effectively communicate through oral and written means Client service oriented Commitment to the profession and the firm Aptitude to learn and effectively use multiple software applications Ability to apply principles of accounting to analyze and prepare financial information Excellent organizational skills Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients Ability to work well with others Working Conditions Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Click here to learn more about our benefits. AdamsBrown, LLC. is an Equal Opportunity Employer.
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Sales Executive for High Net Worth Clients
2 weeks ago
Andover, Massachusetts, United States AssuredPartners Full timeAbout the RoleWe are seeking a highly motivated and experienced Sales Executive to join our Private Client Group team. As a key member of our team, you will be responsible for generating new sales opportunities and building strong relationships with high net worth clients.Key ResponsibilitiesDrive new sales and revenue growth through referrals and...
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Client Service Associate
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Andover, Massachusetts, United States Merrimack College Full timeJob SummaryMerrimack College seeks a highly skilled and experienced Assistant Director of Development, Parent and Family Giving to join our team. Reporting to the Vice President for Institutional Advancement, this role will be responsible for growing parent and family philanthropy and implementing strategies for success in securing philanthropic support from...
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CNC Technician
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CNC Technician
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