Business Management Tax Accountant

Our Business Management Accountants are actively engaged in managing their clients’ daily financial and personal affairs including accounting and financial planning, insurance review, real estate transactions, and income and estate tax planning. They will also learn the skills necessary to become the primary team member to handle unique projects that include personal and business staffing, marriage and divorce planning, and car/plane/yacht purchases.

These examples only scratch the surface of what our Accountants do during the course of a day.

• Actively engaged in managing clients’ daily financial and personal affairs including accounting and financial planning, insurance review, real estate transactions, and income and estate tax planning.
• Develop the skills necessary to become the primary team member to handle unique projects such as personal and business staffing, marriage and divorce planning, and high-value purchases (cars, planes, yachts).
• Adapt to pace of work and respond effectively to client needs; maintain composure during emergencies and handle multiple interruptions while providing clear communication.

• CPA and/or Master of Taxation is preferable.
• 4-5 years of experience in tax and financial planning for individuals, corporations, LLCs and pass-through entities.
• The ability to handle multiple interruptions and adjust priorities throughout the day.
• Excellent communication skills.