Entry level entrepreneurial position working with partners of midtown financial planning boutique serving 300 plus families and advising on approximately $1/2 billion of investments.
Duties include income, estate and corporate tax planning to develop appropriate client investment portfolios.
Newly minted CPA with excellent interpersonal skills for extensive client contact.
Compensation includes: Salary, bonus, & fee sharing (based on firm growth), health and life insurance coverage.
Extensive tax education and understanding with recent CPA designation