We offer a high touch approach, serving high net-worth individuals, their families, and other people with complicated tax and financial structures. Our Tax Experienced Manager, Private Client Services role provides tax compliance and consulting services to our high net-worth clients.
Requirements
- Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
- Six (6) or more years prior experience in accounting, finance, or law, required
- Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
Benefits
- 401k Matching
- Retirement Plan
- Paid Time Off
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Life Insurance
- Flexible Work Arrangements
- Professional Development Opportunities
- Employee Stock Ownership Plan (ESOP)