Expert Financial Services Advisor
3 weeks ago
Job Summary:
Expert Financial Services Advisor needed for remote work. Estimated salary $60,000 - $80,000 per year. Provide tax advice, prepare tax returns, and utilize tax software.
About the Role:
This virtual position requires strong knowledge of tax laws, federal and state regulations, and proficiency with tax software. The ideal candidate has experience in financial services and can provide high-quality customer interactions.
Responsibilities:
- Advise clients on tax matters and prepare tax returns
- Utilize commercial tax software to prepare tax returns
- Manage complex tax returns for Partnerships and S Corporations
- Document customer interactions
Requirements:
Qualifications include:
- 3+ years of experience in financial services
- Strong knowledge of tax laws and regulations
- Active EA, CPA, or Practicing Attorney credential
- Minimum of 2 seasons of personal Tax Preparation experience
Benefits:
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
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