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Assist in preparation and review of Federal, State and Local individual, partnership, S-corporation, and trust income tax projections and returns. Preparation and review of financial and investment deliverables. Execute a client service plan on complex engagements and work closely with the Directors in exceeding our client's expectations. Engage in planned and impromptu financial conversations with clients. Initiate continuous improvement through leverage of new or existing technology. Manage workflow of associates and administrative staff in conjunction with Director input.
Job Responsibility
Assist in preparation and review of Federal, State and Local individual, partnership, S-corporation, and trust income tax projections and returns
Preparation and review of financial and investment deliverables
Execute a client service plan on complex engagements and work closely with the Directors in exceeding our client's expectations
Engage in planned and impromptu financial conversations with clients
Initiate continuous improvement through leverage of new or existing technology
Manage workflow of associates and administrative staff in conjunction with Director input
Requirements
Ideal candidate has 5+ years of tax and financial planning experience
Investment experience preferred, but not required
CPA or CFP (can be candidates of either designation as well)
Individual and pass-through entity taxation experience preferred
Committed to professional and client service excellence
Superior verbal and written communication skills
Strong time management skills
Detail and deadline oriented
Strong proficiency with Excel and other programs in the Microsoft Suite of Products (Outlook, Word and PowerPoint) as well as Client Service Management software
experience using eMoney Financial Planning Tool and/or investment performance platform is optimal
Committed to company values
Self-starter/Resourceful
Analytical thinker
Team Player
Flexible
Nice to have
Investment experience preferred
Individual and pass-through entity taxation experience preferred
experience using eMoney Financial Planning Tool and/or investment performance platform is optimal