Description:

Private Wealth Advisory Firm is seeking a tax senior who is very strong in all aspects of personal income tax preparation with an emphasis on clients with voluminous portfolios of hedge and alternative investments.

Firm Overview

•    About 400 clients in  the 20-60mm net worth range
•    Services include:
•     investment advisory
•     asset allocation
•     financial planning
•     Estate planning
•     Insurance planning
•     Tax compliance
•     Income tax planning

REQUIREMENTS

•    Five years of very strong experience in personal income tax matters including fiduciary and foundation
•    Experience with complex returns requiring 20-40  K-1 schedules.
•    Ability to supervise in-house and off-site bookkeepers
•    Ability to make adjusting general ledger journals
•    Financial planning experience is a plus - eg. cash flow, life insurance, mortgage and investment analysis.