TAS Manager for Financial Due Diligence in Financial Services sector. Focusing on Mergers and Acquisitions Advisory for corporate and private equity clients.
About the role
- 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
Benefits
- medical
- dental
- vision
- 401k
- holiday pay
- vacation
- personal and family sick leave
- annual discretionary bonus
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