Financial Planning and Tax Assistant

1 week ago


Red Bank, Tennessee, United States Metropolitan Capital Tax & Wealth M Full time
Job Overview

We are searching for a full-time bookkeeper and assistant to support our Financial Planning and Income Tax practice.

Candidates must possess strong organizational skills, proficiency in QuickBooks, experience with Pro-Series and MS Office, excellent communication skills, and fluency in English.

Previous experience in a professional office environment is preferred.


About the Role

This position offers an exciting opportunity to work within a dynamic team and contribute to the success of our practice.

The successful candidate will be responsible for managing financial records, preparing tax returns, and providing administrative support.


Key Responsibilities
  1. Manage and maintain accurate financial records using QuickBooks.
  2. Prepare and file tax returns with precision and attention to detail.
  3. Provide exceptional administrative support to the team.
  4. Develop and maintain relationships with clients to ensure their needs are met.

Requirements
  • Strong organizational and time management skills.
  • Proficiency in QuickBooks and Pro-Series.
  • Excellent communication and interpersonal skills.
  • Fluency in English.
  • Previous experience in a professional office environment.

What We Offer

A competitive salary range $45,000 - $60,000 per year depending on experience, plus benefits and opportunities for growth and development.



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