About The Opportunity
A regional CPA firm in New York City is currently seeking a Business Management/Private Client Group Manager. The group provides private business management and personal wealth management for high net worth clients, investment analysis, HUD statements, transactions, depreciation and tax, so a background in related areas is extremely preferable.
COMPANY DESCRIPTION
Regional CPA Firm
JOB DESCRIPTION
The Business Management/Private Client Group Manager's responsibilities include staff supervision in, and hands on work with such areas as:
• Financial reporting
• Monthly/annual G/L closings
• Reconciliation/analysis of accounts
• Preparation of investment analysis reports, budgets, and analysis for senior management
• Tax planning and compliance
REQUIRED SKILLS
• Proficiency with Microsoft Office tools, especially Excel
• QuickBooks experience
• Experience in business management accounting/bookkeeping
Desired Skills
• Tax experience