Essential Duties and Responsibilities:
Prepare and file tax returns for individuals and families
Manage financial investments and portfolios
Develop and implement financial plans
Advise clients on tax planning and risk management strategies
Prepare financial statements and reports
Reconcile bank accounts and investment statements
Manage accounts payable and receivable
Track expenses and budgets
Assist with audits and other financial reviews
Build and maintain relationships with clients
Qualifications:
Bachelor's degree in accounting, finance, or a related field
5+ years of experience in personal accounting or a related field
Strong understanding of accounting principles and tax laws
Excellent analytical and problem-solving skills
Ability to work independently and as part of a team
Excellent communication and interpersonal skills
Compensation and Benefits:
Competitive salary and benefits package
Opportunity to work with high-net-worth individuals and families
Chance to make a real impact on the financial well-being of your clients