What are the responsibilities and job description for the Financial Planning and Tax Associate position at Palisades Hudson Financial Group LLC?
Financial Planning and Tax Associate
Organization
Palisades Hudson Financial Group is a thriving tax accounting/financial planning firm with an asset management affiliate, Palisades Hudson Asset Management (PHAM). We are a fee-only organization offering a range of financial services to high net worth individuals. PHAM currently manages over $1.8 billion in assets. Our offices are located in Stamford, Connecticut; Fort Lauderdale, Florida; Atlanta, Georgia; metro Portland, Oregon; and Austin, Texas. Our clients live across the U.S. and abroad.
Qualifications
BS, BBA w/GPA of 3.3
Accounting, finance and/or economics majors encouraged
CFP® candidates encouraged
CPA candidates encouraged
Entrepreneurial spirit
Interest in helping people
Interest in taxation and accounting
Fascination with money management (essential)
Strong verbal and written skills
Starting Salary
$75K , depending on experience, plus bonus and profit sharing (total package $80K-$90K)
Position Description
We have positions available in our Austin, Atlanta and Fort Lauderdale offices. Positions offer exposure to all areas of financial planning, income tax, and investment management for high net worth individuals. Projects will include tax preparation and planning; financial and estate planning; research; reviewing financial statements; applying business and economics skills; and communicating with clients. Investment experiences at Palisades Hudson Asset Management (our registered investment advisor affiliate) include hands-on exposure to the asset management business, such as conducting investment research, generating and creating monthly performance reports, and assisting clients. Additional opportunities involve participation in projects key to the growth of the organization.
Contact Information
Ms. Melissa DiNapoli
Recruiting Manager
300 First Stamford Place, Suite 215
Stamford, CT 06902
914-723-5000
Job Type: Full-time
Pay: $75,000.00 - $90,000.00 per year
Work Location: In person
Salary : $75,000 - $90,000