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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.



  • 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



  • 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.


Investment and Tax Manager (long term stability) Accounting & Finance · Direct Hire Birmingham, Alabama