Financial Services Specialist

3 days ago


Salisbury, Maryland, United States Platform Accounting Group Full time
About the Role

As a Financial Services Specialist with Platform Accounting Group, you will play a key role in our team's success by providing expert tax preparation, compliance, and advisory services to clients. You will also build long-lasting relationships with clients, provide accounting services, and identify opportunities for growth and improvement.

To succeed in this role, you will need 0-3 years of experience in financial services, a strong understanding of tax laws and regulations, and a Bachelor's Degree. A Master's Degree is Preferred. EA or CPA licensure is desired but not required.

Benefits of this role include competitive compensation, comprehensive benefits package, and opportunities for professional growth and development.

Estimated salary: $65,000 - $85,000 per year, depending on experience.



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