Tax, accounting, and business insights at your fingertips. 

FAL Advisors MANAGER 

FAL Advisors is NOT a Public Accounting firm.  We ARE a highly specialized multi-family office.  Our Company provides a broad range of financial services for high net worth individuals, their families and their business interests.  We are the bridge between our Clients and their professional advisors, including their estate planning attorney, investment advisor, banker, CPA firm, insurance broker, and outside legal counsel.  We are the only business office of our kind in the local market.

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This is an exciting time to join our growing team! The opportunity we offer allows a professional to utilize their Accounting and Tax expertise in a unique industry, while being part of a team that values work-life balance, flexible schedules and personal development.

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Qualifications:

BS/MS Accounting

CPA Required

4-6 years professional experience

Solid background in accounting, tax compliance, tax analysis and tax planning

Timely and current knowledge of accounting standards and tax laws

Experience managing and executing several projects simultaneously

Ability to prioritize & engage directly with sophisticated client base

Estate planning and trust taxation knowledge a plus

Trust accounting knowledge a plus

Strong analytical skills and attention to detail

Good communication, interpersonal and organizational skills

Microsoft Excel, Word and Outlook software experience required

QuickBooks software experience a plus

Be ready to learn.  This job is not “same-same” each day. Be ready to thrive on new opportunities and challenges – they are non-stop here!

Responsibilities:

Review of tax returns for complex trusts, individuals, limited liability companies, partnerships and corporations

Perform and/or review tax planning, projections, structuring, estimates and filings

Perform and/or review general accounting tasks as necessary to maintain accurate general ledgers

Interface with Clients and obtain documents and information as needed

Work with staff to ensure recurring work is timely and accurate

Standard and custom financial reporting for clients

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To apply, email Michelle Kurth at or complete and submit the form on FAL's Careers page. 

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A "Best Place to Work"