Manager--Private Client Advisory Tax/Wealth Management - (US-NY-Jericho)
Manager--Private Client Advisory Tax/Wealth Management - (US-NY-Jericho)
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: DNRJA5
Manager to join Private Client Advisors Tax Group. You will work directly with clients and prospects, manage staff and seniors in the preparation of financial plans, provide sophisticated wealth transfer planning services to high net worth individuals and families, and participate in public speaking opportunities. You will also be responsible for supervising the staff and seniors and providing them with leadership, counseling and career guidance. The incumbent will possess the professionalism necessary for the effective diagnosis, solution, and implementation of client issues. They must have proven extensive technical expertise and have developed their reputation within this profession.
• 5 or more years of experience including private equity fund experience
• Strong written and verbal communications skills.
• Excellent project management and presentation skills required.
• Prior supervisory experience required.
• Bachelor's degree in Accounting, Finance or other business related field.
• Advanced degree preferred.
• CPA preferred.
• Minimal travel required
Please quote your best rate and email a resume in Word that makes it obvious how you match the specification
Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume.
NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.
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posted by Unknown at 11:26 AM
