Tax Associate
Job Opportunity at Raider Search

Posted on Dec 1

http://hixensearchgroup.com    216-406-4550

Location: Mayfield, OH
Job Type: Full Time
Job ID: W4147470

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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