Career and Financial Guidance Specialist

1 week ago


Savannah, Georgia, United States St. Joseph'sCandler Full time

Job Summary

This position leads and encourages clients to explore career paths that align with their skills and interests. The ideal candidate will help clients develop a long-term financial plan, providing guidance on budgeting, saving, and investing. They will also assist clients in navigating the tax preparation process, ensuring compliance with all relevant regulations.

Key Responsibilities

  • Develop and implement personalized financial plans for clients
  • Provide guidance on budgeting, saving, and investing strategies
  • Assist clients in navigating the tax preparation process
  • Collaborate with clients to identify and achieve their financial goals
  • Stay up-to-date on changes in tax laws and regulations

Requirements

  • College degree required
  • 1 year of experience in financial planning or a related field preferred
  • 1 year of experience in people skills with a variety of economic levels preferred
  • 3-5 years of advanced tax preparation experience preferred
  • IRS Certified Tax Professional preferred


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