FAL Advisors is NOT a Public Accounting firm. We ARE a highly specialized multi-family office. Our Company provides a broad range of financial services for high net worth individuals, their families and their business interests. We are the bridge between our Clients and their professional advisors, including their estate planning attorney, investment advisor, banker, CPA firm, insurance broker, and outside legal counsel. We are the only business office of our kind in the local market.
This is an exciting time to join our growing team! The opportunity we offer allows a professional to utilize their Accounting and Tax expertise in a unique industry, while being part of a team that values work-life balance, flexible schedules and personal development.
4-6 years professional experience
Solid background in accounting, tax compliance, tax analysis and tax planning
Timely and current knowledge of accounting standards and tax laws
Experience managing and executing several projects simultaneously
Ability to prioritize & engage directly with sophisticated client base
Estate planning and trust taxation knowledge a plus
Trust accounting knowledge a plus
Strong analytical skills and attention to detail
Good communication, interpersonal and organizational skills
Microsoft Excel, Word and Outlook software experience required
QuickBooks software experience a plus
Be ready to learn. This job is not “same-same” each day. Be ready to thrive on new opportunities and challenges – they are non-stop here!
Review of tax returns for complex trusts, individuals, limited liability companies, partnerships and corporations
Perform and/or review tax planning, projections, structuring, estimates and filings
Perform and/or review general accounting tasks as necessary to maintain accurate general ledgers
Interface with Clients and obtain documents and information as needed
Work with staff to ensure recurring work is timely and accurate
Standard and custom financial reporting for clients