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Posted: Friday, November 24, 2017 12:14 AM

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Family & Fiduciary Tax / Business Manager

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Family & Fiduciary Tax / Business Manager

Successful and well-respected wealth management firm located in Fairfield County, Connecticut, is looking for an accomplished and dedicated addition to staff. You will work with high net worth families to research and plan complex strategies and deal with attorneys, tax agents, wealth management professionals, etc. Responsibilities include:

-Preparation and review of individual trust, foundation and business income tax returns (25%)

-General accounting / business management (20%)

-Special financial projects (15%)

-Income tax planning and consulting (10%)

-Preparation of quarterly financial net worth / performance packages (5%)

-Budgeting, spending / investment monitoring (10%)

This favorite client has a history of stability.

Submit resume as MS Word .doc attachment (no .pdf files, please). Please list salary history and requirements to be considered.

CPA license required and MS in Taxation or MBA a plus. 10 years stable public accounting or family office experience with high net worth clients. *Must have tax preparation experience with high net worth clients.* Cordial, service oriented, entrepreneurial attitude. Quicken or QuickBooks experience. Strong knowledge of accounting theory and federal, state, and local tax laws. Ability to research tax issues independently and timely to resolve client issues. Strong communication skills. Must live locally.

Submit resume as MS Word .doc attachment (no .pdf files, please) to MBolger125@aol.com. Please list salary history and requirements to be considered.

NOTES:

Additional Salary Information: Yearly salary $150,000 or higher for the right person

• Location: New Haven, Norwalk, Connecticut

• Post ID: 20337177 newhaven
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