07/08/2021
Job title: Assistant Tax Manager/Tax Advisor
Company: Timonier, Wealth Beyond Financial
Industry: Financial Services – Investment and Asset Management
Job location: 121 Reynolda Village, Suite B, Winston-Salem, NC 27106
Pay: Base Salary $60,000-$90,000
Office hours: 8:30 AM – 5:00 PM
Job type: Full-Time - Flexibility in Schedule
Hours per week: 30-40 hours
Designation Requirement: CPA or EA
Company Description:
Established in 1997, Timonier is a multi-family office offering fee-only advice to high net worth families and corporate retirement plans with a collaborative team of seasoned advisors. Our staff embodies expertise and credentials in the areas of financial planning, investment management, estate planning, real estate, risk management, tax and accounting services. Our location of hire is Winston-Salem, NC. Currently, we are a professional staff of five that provides fiduciary services to over 150 families and five corporate 401k plans with over $350 million in assets under management.
Job Description:
Timonier, Wealth Beyond Financial is currently looking for a qualified CPA or EA designated professional to assist our current Tax Director in a non-traditional public accounting role to assist in the preparation and filing of business, individual, trust, 501(c)3, and gift tax returns and bookkeeping services.
Our practice is a privately owned business with a work-family culture. We are looking for our next long-term team member to service our Tax Department line of business by providing proactive tax planning services, tax return preparation, client review, and filing. We are first interested in a colleague possessing strong written and oral skills, a professional demeanor, and an entrepreneurial spirit. We are a small, tight-knit, group and work as a team for our clients and our next team member will also have to be philosophically aligned with their integrity, ethics, loyalty, comradery, compassion.
Job Qualifications
Our candidate will have a Bachelor’s degree in accounting, finance, or a related field who has at least experienced one busy season of tax preparation. He or she is expected to have a CPA or EA credential and proficient knowledge of tax preparation and tax software, as well as strong bookkeeping skills and knowledge of and/or experience with QuickBooks Desktop and QuickBooks Online, CCH Axcess, Bill.com, Gusto, Microsoft Excel, and Canopy. This role is not required or expected to bring in new business, only to service the current Timonier client base.
Additional Comments:
Timonier offers a professional environment in the Reynolda Village setting with an opportunity to develop and grow your career. We take a multi-generational, holistic approach to wealth management. We are a family-centric practice working to accomplish the goals of our clients through a family mission statement and financial plan. We are solely concerned with assisting our clients in meeting their life goals through the proper management of their financial resources with high importance to customer service, communication, and follow-through. The collaboration of all of Timonier's professional advisors is essential. Our success is not measured by performance statistics but rather by our client's success in achieving their unique goals.
Our practice begins and ends with the needs of the client. It is flexible but process-driven. And we perform our work in a collegial atmosphere where strategies are tested, but egos are left at the door. If you are looking for a long-term career opportunity with growth and ownership potential coupled with work-life balance, we would encourage you to apply.
Job Types: Full-time, Part-time
Pay: Starting at $60,000.00 - $90,000 per year. Compensation based on experience and flexibility.
Benefits:
401(k)
401(k) matching - 6%
Flexible schedule
Paid time off
Schedule:
Monday to Friday
Education:
Bachelor's (Mandatory)
Experience:
Tax Preparation: 1 year (Mandatory)
License/Certification:
CPA (Preferred)
Enrolled Agent (Preferred)
Work Location: Winston Salem, NC
Work Remotely: Flex Days/ Searching for Local Talent
