Portfolio & Tax Manager

Portfolio & Tax Manager

Location

Manhasset, New York

Employment Type

Permanent

Industry

Accounting, Finance and Real Estate

Job ID

9637


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Full-service financial services firm is searching for an experienced professional to take ownership of portfolio management and tax returns for their mid-sized clientele, along with some general accounting and special projects. Company offers strong benefits package, work-life balance and casual culture. In-office role, base salary 150-175K.


Job Description:

Salary : $150000 - $170000

Responsibilities:

  • Corporate and Individual tax returns
  • Portfolio management
  • Financial and estate planning
  • Risk management and tax planning
  • Accounting
  • Client relationships  

Perks & Benefits:

  • Medical/Dental/Vision
  • Retirement plan
  • Casual environment with work-life balance
  • Advancement opportunities


Job Requirements:

  • Bachelor’s degree; Accounting or finance preferred
  • Minimum 5-6 yrs experience in both tax accounting and portfolio management
  • One of the following certifications or licenses is helpful but not required: CPA, CFP, CFA, Series 7, Series 65, Series 66.

Base salary 150-175K, in-office role with great benefits, work-life balance!

 

#ZR


Contact Details:

steve@execsallied.com