Tax Manager

2 weeks ago


Newport Beach, United States Jobot Full time
Job Overview

We are a 55+ year comprehensive financial services firm dedicated to helping our clients achieve long-term financial security. Our customized approach focuses on delivering exceptional personalized service and expertise to grow, protect, and conserve our clients' wealth.

Key Responsibilities
  • Provide financial planning and wealth management services to high-net worth individuals and business owners
  • Develop and implement comprehensive financial plans to meet clients' goals and objectives
  • Offer tax planning and insurance planning services to ensure clients' financial security
  • Collaborate with clients to understand their financial needs and develop tailored solutions
Why Work with Us?

We offer a competitive base salary, bonus and options package, complete benefits package, and flexible work schedules. Our company culture prioritizes work-life balance, personal health, and well-being. We are committed to providing a supportive and collaborative work environment that fosters accelerated career growth and professional development.

Requirements

To be considered for this role, you must have a BS/MS in Accounting or a related field, plus 5+ years of public accounting experience and a CPA certification.



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