What are the responsibilities and job description for the Tax & Business Services Manager position at Family Legacy Inc.?
Job Description
Job Description
Do you love tax, like accounting, enjoy helping businesses, but tire of the public accounting grind?
Family Legacy, a premier accounting and investment service provider is seeking an experienced CPA to join the team. With a downtown location near the trendy West End, our office offers a professional and spacious environment, a friendly and collegial team, and excellent pay and benefits!
This position offers the unique opportunity to solve complex financial challenges while fostering relationships with clients, ultimately enhancing their legacies. Long-term, we will encourage you to grow professionally and obtain your CFP® designation. We are seeking people who want to be part of a growing team doing meaningful work. We offer paid time off, full health benefits including medical, vision and dental, plus continuing educational benefits, a retirement plan, and other long-term possibilities.
In this position, you will serve our diverse portfolio of business and individual clients and will be responsible for providing a range of services including :
- Building relationships with clients
- Tax compliance and planning
- Managing monthly accounting team
- General accounting
- Financial planning analysis
- Retirement plan planning, set-up, management
Education and Experience :
Skills required :
Ready to join our team?
We believe in taking care of our team, both on and off the job. That's why we offer a mobile-friendly application process - because we know your time is valuable. If you're ready to take your management skills to the next level and join a team that values hard work and good times, complete our application today!