Company Description
e3 Wealth oversees $500+ million in assets and provides a family office model to all clients regardless of their level of net worth in Kyle, TX. The company offers clients an Integrated Resource Network covering diverse financial services such as cash flow strategies, investment strategies, estate planning, and more. e3 Wealth values working with clients who share a similar mindset about finances and aims to provide customized solutions based on individual goals.
Role Description
This is a full-time hybrid role for an Accountant at e3 Tax in Kyle, TX, with some flexibility for remote work. The Accountant will be responsible for day-to-day financial tasks, including cash flow management, income tax preparation, investment tracking, insurance analysis, and financial reporting. The role also involves collaborating with clients and internal teams to ensure financial strategies align with client goals.
Qualifications
• Financial Accounting, Taxation, and Financial Reporting skills
• Experience with cash flow management and budget analysis
• Knowledge of investment strategies and insurance solutions
• Strong analytical and problem-solving abilities
• Attention to detail and accuracy in financial data
• Proficiency in financial software and Microsoft Excel
• Excellent communication and interpersonal skills
• Bachelor's degree in Accounting, Finance, or related field
Location: Kyle, TX
Posted: Nov. 8, 2024, 6:42 a.m.
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