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The Senior Accountant role involves managing the financial affairs of high-net-worth individuals and families, providing accounting, tax, and financial planning services. Key responsibilities include tax preparation, investment management, financial planning, advising on tax planning and risk management, and building client relationships.
Key Skills
- Responsibilities: Tax preparation, investment management, financial planning, advising clients on tax planning and risk management.
- 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.
- Skills: 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.
- Impact: Opportunity to work with high-net-worth individuals and families, chance to make a real impact on clients' financial well-being.