ACCOUNTANT FOR WEALTH MANAGEMENT FIRM

ACCOUNTANT FOR WEALTH MANAGEMENT FIRM

25 Sep 2024
Florida, Fort lauderdale, 33301 Fort lauderdale USA

ACCOUNTANT FOR WEALTH MANAGEMENT FIRM

General accounting including some entry level tax work is required. Proficient with EXCEL and experience preparing entry of forms for 1040's. 1041's, 706's and 709's. Additional forms 1120's and 1099 if possible. Process returns, scanning tax documents and monthly statements, updating tax calendar and correspondence with clients regarding tax items. Excel accountings or Quickbooks experience. Familiarity with broker statements and having a degree would be a plus. A candidate with public accounting experience would be ideal but not essential. Excellent benefits and top salary. For additional information please contact the phone number below.

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