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

  1. Are you an experienced tax professional?
  2. Do you have interest in becoming a Investment & Financial Planning Tax Associate?
  3. Do you have five-plus years of experience preparing and reviewing individual tax returns or familiarity with fiduciary taxation and estate administration?
  4. Are you at a senior level CPA in public accounting firm consulting mid-to-high net worth clients?
  5. Do you have a CPA or MBA?
  6. 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

Job Id
201012
Location
St Paul MN