Career and Financial Guidance Specialist
1 week ago
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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