Financial Planning Assistant
5 days ago
We are seeking a highly skilled Financial Planning and Income Tax practice professional to fill a full-time Bookkeeper and Assistant role.
The ideal candidate will possess proficiency in QuickBooks, experience with Pro-Series and MS Office, and excellent communication skills. Fluency in English is required.
A background in a professional office setting is preferred.
We offer a competitive salary of $45,000 - $60,000 per year, depending on experience.
Job Responsibilities:
- Assist with financial planning and income tax preparation.
- Maintain accurate financial records using QuickBooks.
- Provide exceptional customer service and support to clients.
Requirements:
- Proficiency in QuickBooks and Pro-Series.
- Experience with MS Office.
- Excellent communication and interpersonal skills.
- Fluency in English.
Benefits:
- Competitive salary range.
- Opportunities for career growth and development.
- A dynamic and supportive work environment.
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Financial Planning and Tax Assistant
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Financial Planning Specialist
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Red Bank, Tennessee, United States Metropolitan Capital Tax & Wealth M Full timeJob SummaryWe are searching for a dedicated and organized Bookkeeper and Assistant to join our Financial Planning and Income Tax practice team.The successful candidate will be responsible for maintaining accurate financial records, providing exceptional customer service, and supporting the team in preparing financial plans and tax returns.Key...
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