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CPA Senior Tax Manager
A company is looking for a Senior Tax & Investment Manager. Key Responsibilities Prepare and analyze tax records, including tax returns and planning results Supervise and mentor other Tax Accountants while managing client relationships Participate in financial planning processes and collaborate with clients' professional advisors Required Qualifications Bachelor's degree CPA Certified, current license required 7+ years of relevant accounting, tax, financial planning, and investment experience Financial Accreditations such as CIMA, AIF, AIFA, CFP, PFS, or CFA preferred Experience in the securities industry preferred
A company is looking for a Senior Tax & Investment Manager.
Key Responsibilities
Prepare and analyze tax records, including tax returns and planning results
Supervise and mentor other Tax Accountants while managing client relationships
Participate in financial planning processes and collaborate with clients' professional advisors
Required Qualifications
Bachelor's degree
CPA Certified, current license required
7+ years of relevant accounting, tax, financial planning, and investment experience
Financial Accreditations such as CIMA, AIF, AIFA, CFP, PFS, or CFA preferred
Experience in the securities industry preferred