Financial Planning and Tax Associate – Fort Lauderdale Position Available In Broward, Florida
Tallo's Job Summary: This job listing in Broward - FL has been recently added. Tallo will add a summary here for this job shortly.
Job Description
Financial Planning and Tax Associate – Fort Lauderdale Palisades Hudson Financial Group LLC Fort Lauderdale, FL Job Details Full-time From $75,000 a year 17 hours ago Benefits Profit sharing Qualifications CFP CPA Bachelor of Science Mid-level Bachelor’s degree Bachelor of Business Administration Financial concepts Full Job Description Financial Planning and Tax Associate Organization Palisades Hudson Financial Group is a thriving tax accounting/financial planning firm with an asset management affiliate, Palisades Hudson Asset Management (PHAM). We are a fee-only organization offering a range of financial services to high net worth individuals. PHAM currently manages over $1.5 billion in assets. Our offices are located in Stamford, Connecticut; Fort Lauderdale, Florida; Atlanta, Georgia; Portland, Oregon; and Austin, Texas. Our clients live across the U.S. and abroad. Qualifications BS, BBA w/GPA of 3.3+ Accounting, finance and/or economics majors encouraged. CFP® candidates encouraged. CPA candidates encouraged. Entrepreneurial spirit. Interest in helping people. Interest in Taxation and Accounting. Fascination with money management (essential). Strong verbal and written skills. Starting Salary $75K +, depending on experience, plus bonus and profit sharing (total package $80K-$90K) Position Description This position in our Fort Lauderdale office offers exposure to all areas of financial planning, income tax, and investment management for high net worth individuals. Projects will include tax preparation and planning, financial and estate planning, research, reviewing financial statements, applying business and economics skills, and communicating with clients. Investment experiences at Palisades Hudson Asset Management (our registered investment advisor affiliate) include hands-on exposure to the asset management business, including conducting investment research, generating and creating monthly performance reports, and assisting clients. Additional opportunities involve participation in projects key to the growth of the organization. Contact Information Ms. Melissa DiNapoli Recruiting Manager 300 First Stamford Place, Suite 215 Stamford, CT 06902 914-723-5000
Job Type:
Full-time Pay:
From $75,000.00 per year
Schedule:
Monday to Friday Weekends as needed
Work Location:
In person
