Accounting and Tax Manager - family office

  • Brookfield, WI
  • $90,000 - $150,000
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A bit about us:

The firm advises on nearly $3 billion and is one of the country’s largest independent multi-family offices.

Why join us?

My client is a multi-family office (MFO) offering an integrated approach to wealth management.
This firm focuses on
tax/estate planning
investment advisory
outsourced accounting
business consulting services

Job Details

As an Accounting and Tax Manager, you will assist and collaborate with directors and the CEO in the overall management of assigned client base. Primary responsibilities include overseeing projects and schedules, supervising client service teams, and reviewing the work prepared by the staff accountants.

BA/BS Accounting (Taxation or Professional Accounting a bonus)
2-3 years previous Staff Accountancy
2+ years reviewing tax returns/financial statements from other staff member
CPA preferred

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Job Details
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Brookfield, WI
Job Type
$90,000 - $150,000