Senior Manager overseeing personal financial services for high net worth individuals. Managing complex tax and investment planning for private clients while mentoring staff.
Responsibilities
help private companies with a range of business advisory needs
analyse the tax efficiencies of income tax, investment, insurance and risk
help clients develop, design and implement plans to achieve their personal wealth goals
encourage everyone to have a voice and invite opinion from all
deal effectively with ambiguous and unstructured problems
contribute technical knowledge in area of specialism
initiate and lead open conversations with teams, clients and stakeholders to build trust
Requirements
Minimum Degree Required : Bachelor Degree
Required Fields of Study : Accounting
Minimum Years of Experience : 6 year(s)
Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
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