Manager - IFS - Entrepreneurial Private and Business
Core
Help private companies, entrepreneurs, and family enterprises with audit, tax compliance, planning, wealth management, and exit strategies to improve operational efficiency.
Role type
Manager, advisory services for private entities
Builds
Customized service plans for privately owned entities and high net worth individuals
Domain
Banking & Finance / Private Equity / Family Business
Deliverable
client delivery
Required skills
Accounting, Taxation, Finance, Investment Strategy, Business acumen, Analytical skills, Presentation skills
Preferred skills
CPA or CFA certification, Experience in family business or large conglomeration
Technologies
N/A
Responsibilities
Design and implement personal and customised service plans, assist with equity expansion and divestiture strategies, coach team members, analyze complex business issues, manage stakeholder viewpoints
Seniority
Manager, hands-on leadership