Saratoga Springs, New York - Posted on: Monday 04/07/14
- Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
- Prepare income and gift tax returns for clients.
- Assist in financial planning projects and analysis.
- The qualified candidate will be trained on the use of the Advent portfolio system.
- Bachelor’s degree in Accounting or Finance with a GPA of 3.2 or higher.
- CPA, JD, MBA or MS Tax preferred.
- Individual tax preparation experience preferred.
- Strong attention to detail and superior communication and writing skills.
- Working knowledge of Excel.