Account Executive Personal Accounting

Overview

Key responsibilities

• Develop and maintain relationships with highnetworth individuals to understand their financial needs and provide personalized accounting solutions.
• Conduct comprehensive financial analysis and create customized financial plans to assist clients in reaching their financial goals.
• Prepare and review complex tax returns for individuals ensuring compliance with all relevant regulations and identifying opportunities for tax optimization.
• Oversee the accurate and timely preparation of financial reports including income statements balance sheets and cash flow statements.
• Provide expert financial advice to clients covering areas such as investment strategies estate planning and retirement planning.
• Collaborate with internal teams including tax specialists and wealth management professionals to address client needs holistically.
• Proactively identify opportunities to expand business with existing clients through upselling and crossselling of services.
• Stay abreast of industry trends and changes in tax laws to ensure clients receive the most current and effective financial guidance.
• Handle client inquiries and concerns in a professional and timely manner maintaining high levels of client satisfaction.
• Participate in networking and business development activities to generate new leads and expand the client base.
• Contribute to the development of marketing materials and strategies to support the promotion of personal accounting services.
• Adhere to all relevant professional and ethical standards in the delivery of services to clients.
• Maintain accurate and uptodate client records and documentation in accordance with regulatory requirements.
• Collaborate with the team to achieve departmental and organizational goals actively contributing to a positive and dynamic work environment.

Required qualifications

• Bachelors degree in Accounting Finance Business Administration or a related field.
• Proven experience in personal accounting managing the financial affairs of highnetworth individuals.
• Professional certification such as CPA (Certified Public Accountant) or CFP (Certified Financial Planner) is highly desirable.
• Demonstrated expertise in financial analysis tax preparation and financial reporting.
• Strong understanding of investment strategies estate planning and retirement planning.
• Excellent interpersonal and communication skills with the ability to build and maintain strong client relationships.
• Ability to thrive in a fastpaced dynamic work environment managing multiple client engagements simultaneously.
• Proficiency in accounting software and financial management systems with a high level of accuracy and attention to detail.
• Sound knowledge of tax regulations and compliance requirements relevant to personal accounting.
• Proactive and selfmotivated approach to identifying and addressing client needs effectively.
• Ability to work collaboratively in a team environment contributing to a positive and supportive workplace culture.
• High ethical standards and commitment to maintaining client confidentiality and trust.
• Proficiency in Microsoft Office suite including advanced skills in Excel and financial modeling.
• Ability to adapt to changes in the regulatory and business environment continuously updating skills and knowledge.
• Strong organizational and time management skills with the ability to prioritize tasks effectively.

financial analysis,account management,tax preparation,financial reporting