Develop individual investment strategies for high-net-worth and ultra-high-net-worth clients to achieve high returns with acceptable risk. Leverage existing personal client relationships to expand the portfolio of a reputable family office.
artevie
7 Remote Job Openings at artevie
Develop individual investment strategies for high-net-worth and ultra-high-net-worth clients to achieve high returns with acceptable risk. Leverage long-term personal relationships to manage and grow a client book within an independent family office.
Develop individual investment strategies to meet the financial goals of high-net-worth individuals while maximizing returns. Manage and expand a personal book of clients through intensive professional networking and tailored investment concepts.
Steuerfachangestellte, Steuerfachwirtin, Steuerassistentin (m/w/d)
artevie
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Full Time
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23 days ago
artevie
Manage ongoing client accounts focusing on bookkeeping, payroll, and the preparation of tax returns and financial statements. Collaborate with experienced tax advisors to provide operational support and maintain digital records using Datev.
Manage and expand relationships with top B2B existing customers across Germany through quarterly and annual reviews. Responsible for calculating offers, negotiating contracts, and implementing price increases while identifying new solution concepts.
Manage ongoing client accounts focusing on accounting, payroll, financial statements, and tax returns. Coordinate with team members and partners to ensure clean bookkeeping and reporting using Datev.
Manage ongoing client accounts focusing on accounting, payroll, financial statements, and tax returns. Coordinate with experienced tax advisors and partners to ensure clean bookkeeping and digital reporting via Datev.
