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KC
Kaizen CPAs + Advisors
Client Advisory Manager
Career Insights for Investment Fund Manager
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Scorecard
Based on California data
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What they do
An Investment Fund Manager plans, directs, or coordinates investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
$175,547 / year median in California
+8% projected growth
Job Description
Client Leadership:
Manage a book of 50+ clients, providing them with expert tax advice, quarterly planning, and ongoing business development.Team Collaboration:
Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service.Tax Expertise:
Prepare, review, and finalize personal, corporate, and partnership tax returns while staying up to date with tax laws. Overview IndustryACCOUNTING / ACCOUNTANT FIRM
Job Role- Other Employment type
- Full Time
- Permanent Work Mode
- In Office Qualifications Any Graduate
- Any Specialization Any Post Graduate
- Any Specialization Any Doctorate
- Any Specialization Job Related Keywords Wealth Management Client Advisory Manager Client Advisory