Financial Planning and Management Specialist

6 days ago


Fairfield, New Jersey, United States Hire Point Recruiting Full time

Job Description

At Hire Point Recruiting, we seek a qualified Financial Planning and Management Specialist to manage all aspects of tax preparation and client relationships.

  • Key Responsibilities:
  • Prepare and review high net worth individual and small to medium size business tax returns.
  • Develop and maintain strong relationships with clients.
  • Prepare accurate financial statements.
  • Communicate effectively with clients and supervise firm staff.

Requirements:

  • Active CPA License with 8+ years of small to mid-size firm experience.
  • Excellent verbal and written communication skills.
  • Strong analytical and time management skills.
  • Ability to travel to clients.
  • Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products.
  • Proficiency in UltraTax a plus.
  • Masters degree in accounting or taxation a strong plus.
  • Knowledge in gift, estate and tax exempt entities a plus.
  • Auditing experience a plus.


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