Financial Advisor

5 days ago


Alexandria, Virginia, United States BRANDT & ASSOCIATES Full time

We are seeking a highly skilled Financial Advisor to join our team at Brandt & Associates in Old Town, Alexandria. This is an excellent opportunity for a motivated individual to utilize their expertise in financial analysis and tax preparation.

Company Overview

Brandt & Associates is a well-established accounting firm dedicated to providing expert advice to entrepreneurial-minded clients. Our team of professionals is committed to delivering exceptional service and building long-lasting relationships with our clients.

The ideal candidate will have a minimum of 5 years of experience working as a Tax Preparer in an established tax environment. A strong understanding of financial analysis and tax laws, as well as excellent communication skills, is essential for this role.

We offer a competitive salary of $85,000 per year, a pleasant work environment, free parking, and a business casual attire dress code. If you are a detail-oriented and organized individual with a passion for financial analysis, we encourage you to apply for this exciting opportunity.

Job Description

The successful candidate will be responsible for analyzing financial data, conducting tax research, and interacting with clients. They will also provide tax compliance and planning services, prepare federal, state, and local income tax returns, and manage client relationships.

In addition to financial analysis and tax preparation, the ideal candidate will have strong computer and research skills, including experience with QuickBooks and Excel. A positive and professional attitude, self-motivation, flexibility, and an internal drive to meet deadlines are essential qualities for this role.

Responsibilities will include:

  • Analyzing financial data
  • Conducting tax research
  • Interacting with clients
  • Providing tax compliance and planning services
  • Preparing federal, state, and local income tax returns

We are conveniently located near the King Street Metro Station, making it easy for our employees to commute to work.



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