Senior Financial Associate

4 weeks ago


New York, New York, United States Jobot Full time
Job Summary

We are seeking a highly skilled Senior Financial Associate to join our team. As a key member of our wealth management and institutional consulting firm, you will be responsible for providing exceptional financial services to our high-net-worth clients.

Key Responsibilities
  • Manage client relationships and provide personalized financial advice
  • Prepare and review financial statements, tax returns, and other financial documents
  • Conduct tax research and provide expert advice on tax planning and compliance
  • Develop and implement financial plans and strategies for clients
  • Collaborate with other team members to ensure seamless client service
Requirements
  • 5-7 years of experience in high-net-worth tax and financial services
  • CPA license and/or Master's degree in Tax or Accounting
  • Extensive knowledge of income tax planning, financial planning, and financial administration
  • Proficiency in CCH Axcess Tax and QuickBooks
  • Strong communication and interpersonal skills
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Flexible scheduling and work-life balance


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