Tax and Wealth Management Advisor

3 weeks ago


Farmingdale, New Jersey, United States CSI Group Full time
About CSI Group

As a family-owned business, we have been serving the community for years, providing comprehensive financial services to individuals and families. With an aggressive expansion strategy and a rapidly growing market presence, we are on the path to becoming a dominant force in our industry.

Job Description

The Tax and Financial Services Advisor is responsible for providing expert advice on financial planning, tax compliance, and wealth management to clients. This role involves analyzing complex financial data, developing personalized plans, and ensuring compliance with relevant laws and regulations.

Required Skills and Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or professional certification (e.g., CPA, CFP, CFA)
  • Proven experience in tax preparation, financial planning, or a related field
  • Strong understanding of tax laws, financial regulations, and investment strategies

Benefits: Comprehensive benefits package, including health insurance, retirement plan, and paid time off



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