Strong professional judgement, team player and reliable
Excellent writing and proofreading skills.
Has a high degree of diplomacy and discretion with the ability to build relationships at all levels.
Understands the privacy and sensitivity of the financial and personal information related to the family and diligently ensures the safeguard of that information.
Bachelor’s degree in accounting, with 5 + years’ experience in public accounting or similar tax and accounting experience required.
Excellent organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with strong attention to detail.
Proficiency in: Windows, including MS Word, Excel and Outlook, and tax preparation software such as Prosystems or Ultra Tax and financial accounting packages such as Sage or QuickBooks.