Senior Financial Advisor

6 days ago


Valley Center, Kansas, United States Sourced. Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor - Tax Services to join our team at Sourced.. As a Senior Financial Advisor, you will play a critical role in providing expert tax advice to our clients, helping them navigate complex tax laws and regulations.

Responsibilities

Your key responsibilities will include:

  1. Preparing tax returns for small business clients and high-net-worth individuals
  2. Conducting tax planning consultations and implementing tailored tax strategies
  3. Maintaining accurate records and ensuring compliance with tax laws and regulations
Requirements

To succeed in this role, you will need:

  • A Bachelor's Degree in Accounting or related field
  • A minimum of 3+ years of experience in public accounting, preparing taxes for 1040 and business clients
  • Excellent communication and interpersonal skills
What We Offer

In return for your expertise and dedication, we offer a highly competitive salary package, including a base salary of $80,000-$95,000 per annum, as well as comprehensive health insurance and retirement plans.



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