Job Title: Investment & Financial Planning Tax Associate 120-150k + Bonus
Location: MPLS/St. Paul
Salary Range: 120-150k + Bonus
Identifier/Sizzle: A well-established Financial Services Wealth Management. Approaching 1 Billion in AUMS’s by word-of-mouth growth. My client has highly intelligent executive leadership that is run like a family based privately held business from the past.
Description/Position:
- My client is seeking a tax professional with strong tax knowledge to provide tax and financial planning consultation to mid-to-high net worth clients.
- Tax Compliance
- Retirement Planning
- Financial Planning
- Cash Flow and Compensation Consultation
- Estate Planning
- Investment and Financial Advisory
- Taxation Advisory and Compliance
Required: Questions to be submitted with your resume
- Are you an experienced tax professional?
- Do you have interest in becoming a Investment & Financial Planning Tax Associate?
- Do you have five-plus years of experience preparing and reviewing individual tax returns or familiarity with fiduciary taxation and estate administration?
- Are you at a senior level CPA in public accounting firm consulting mid-to-high net worth clients?
- Do you have a CPA or MBA?
- Do you have a minimum of 5+ years’ experience?
Job category/Industry: Private Equity
Position ID: 201012
Please submit your resume to FrickeRecruitingServices@gmail.com
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