Job Description

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GemHarvest Executive Recruiting provided pay range

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Base pay range

$80,000.00/yr - $110,000.00/yr

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Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide

Overview

Well established, highly profitable Boutique Wealth Management firm serving high net worth and ultra high net worth clientele seeks a Tax Advisor to advise clients on a variety of tax issues, and review sophisticated client tax returns.

Highlights

• Liaise with trusted and professional Financial Advisory team to advise closely held high net worth and business clientele from diverse industries on tax matters
• Participate in the growth of a highly profitable independent RIA by reviewing, planning, and preparing tax returns and compliance-related matters
• Strong culture of teamwork, integrity, work-life balance and personal and professional development
• Competitive compensation package including benefits and bonuses

Requirements

• Bachelors Degree in Accounting or related field
• 2+ years of experience in Public Accounting with an emphasis in taxation
• CPA license or EA certificate preferred
• Track record of professionalism and attention to detail
• Familiarity with tax forms and Maryland Personal Property Tax Return
• Preferably proficient in CCH ProSystem FX, Quickbooks

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Management, and Finance

• Industries

  Accounting, Financial Services, and Investment Management

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Inferred from the description for this job

Medical insurance

401(k)

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