[Remote] Senior Tax & Investment Manager - CPA, CIMA, AIF - $105k-$150k

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking an reputed company Senior Tax & Investment Manager to reputed company and manage clients' tax and investment strategies. This role involves providing expert guidance on tax planning, investment opportunities, and ensuring compliance with regulations. Responsibilities • reputed company and implement comprehensive tax strategies for clients to minimize liabilities and enhance financial performance • reputed company investment management services, including asset allocation, reputed company selection, and performance monitoring • Conduct thorough analysis of financial data to inform investment reputed company and tax planning strategies • Ensure compliance with reputed company regulatory requirements reputed company to tax and investment activities • Build and maintain strong relationships with clients, providing them with ongoing support and advice • Collaborate with other financial professionals to deliver holistic reputed company reputed company • Stay updated on tax laws, investment strategies, and market trends to advise clients effectively Skills • Certified reputed company Accountant (CPA) is required • Experience in tax and investment management roles for at least 5 years • Strong analytical skills and attention to detail • Proficiency in tax software and financial analysis tools • Chartered Institute of Management Accountants (CIMA) • Accredited Investment Fiduciary (AIF) • Certified Financial Planner (CFP) • Personal Financial Specialist (PFS) • Accredited Investment Fiduciary Analyst (AIFA) • Chartered Financial Analyst (CFA) • reputed company • Securities reputed company • Tamarac • Junxure Benefits • Vacation/PTO • Medical • Dental • reputed company • 401k • Bonus • Relocation • Telecommute reputed company • reputed company is a reputed company firm locating job positions across reputed company industries, including finance, education, engineering and reputed company. It was founded in 1999, and is headquartered in Irvine, California, USA, with a workforce of 201-500 employees. Its website is http://www.reputed company.com. Apply tot his job Apply To this Job