Career Portal
Investment and Tax Manager (long term stability)
Investment and Tax Manager (long term stability)
$90,000 - $110,000
Birmingham, AL (remote/hybrid option!)
Are you a conservative CPA with high values and can handle sensitive information with the highest degree of integrity and confidentiality? Our client is looking for a trustworthy and loyal CPA dedicated to helping make a difference for a family owned company as the CEO’s Investment and Tax Manager. In this family-oriented environment, our client is looking for those with a high moral compass. The company is known for its long-term stability and the incumbent will be trained under the retiring Investment and Tax Manager.
DUTIES AND RESPONSIBILITIES
- Summarize current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports
- Maintain accounting for multiple entities
- Prepare and file personal and business income tax returns
- Prepare customized reports such as cash flow reporting and budgeting
- Perform Trust and Estate Accounting/Administration and maintain information for tax planning and compliance
- Provide professional support to senior executives
- Reconcile bank and investment accounts and prepares related journal entries
Requirements:
- Public accounting experience or small company experience having provided personal tax services
- Accounting experience of at least 6 years
- Bachelor’s degree in Accounting
- Certified Public Accountant (CPA) strongly preferred
- Computer knowledge in Excel and Word
- Professional verbal and written communication skills
- Ability to multi-task, prioritize tasks and resolve issues
- Ethical conduct and able to maintain confidentiality
- Strong team-oriented qualities
Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.
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