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Posted on Dec 1
Raider Search is assisting in the search for a High Net Worth Tax & Planning Associate.
This is a 'Career Path' opportunity for an early in their career professional seeking to learn or further their career in the Tax & Financial Planning business.
Preparation of comprehensive individual income returns as well as complex entity tax returns such as family limited partnerships, trusts, corporate filings and private foundations.
Analyzing income and expense information from investment statements to prepare quarterly income tax projections.
Accounting for transactions in QuickBooks and preparing financial statements.
Preparation of net worth statements, cash flow analyses, and quarterly reconciliations.
Two to Four years experience in corporate or federal income tax preparation
Experience with Excel & Tax software.
Knowledge of QuickBooks preferred
Accounting degree preferred
CPA or EA a plus
Desire to learn the Wealth Management Industry
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