Financial Planning and Management Specialist
6 days ago
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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