Benefits:

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Free food & snacks

Health insurance

Paid time off

Benefits/Perks

Competitive Compensation

Health Insurance

Life Insurance

Vision Insurance

Matching 401K

Job Summary

We are seeking a Financial Advisor/Tax Preparer to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects.

Responsibilities

Gather information to understand each client’s overall financial situation and needs and create individualized financial plans

Make recommendations around a variety of financial products and services

Maintain up-to-date knowledge of the market and industry trends

Prepare and review high level partnership, S Corp and individual tax return preparation

Deliver a full range of tax services for individuals, corporations, partnerships, trusts, etc..

Qualifications

Bachelor’s degree in finance or a related field

Previous experience as a Financial Adviser or related position

Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)

Tax Experience: 6 years

Understanding of the market’s financial data

Ability to provide reliable, data-based financial advice

Ability to explain complex financial information in simple terms

Excellent negotiation, communication, and presentation skills