Financial Planning Assistant

5 days ago


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

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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