Financial Planning Specialist

4 days ago


Pittsburgh, Pennsylvania, United States W3Global Inc. Full time

We are seeking a highly skilled Financial Planning Specialist to join our team at W3Global Inc. in Pittsburgh, PA.

Estimated Salary: $55,000 - $75,000 per year (dependent on experience)

The ideal candidate will have 5+ years of experience in tax preparation and financial planning, with strong analytical skills and excellent communication abilities.

Job Responsibilities:

  • Prepare and file federal and state tax returns for individual clients.
  • Analyze financial records to identify possible deductions and credits.
  • Provide tax-related guidance and support to clients.
  • Stay informed about current tax laws and regulations.
  • Resolve any discrepancies or issues related to filed tax returns.

Required Skills and Qualifications:

  • Proficiency in 10-key typing and data entry.
  • Strong understanding of financial concepts, including public accounting and corporate accounting principles.
  • Familiarity with tax preparation software.
  • Excellent analytical skills and attention to detail.
  • Strong communication skills to interact with clients and explain complex financial topics clearly.

Benefits:

  • Flexible schedule.
  • Health insurance.
  • Bonus opportunities.

This is an exciting opportunity for a motivated and experienced professional to join our dynamic team at W3Global Inc. If you are passionate about finance and eager to take your career to the next level, we encourage you to apply.



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