Lead Financial Services Professional
16 hours ago
Ashler Financial Services is a leading provider of accounting, tax, and financial planning services seeking a highly skilled Financial Services Professional. As a Lead Financial Services Professional, you will be responsible for providing exceptional financial services to our clients, including tax planning, financial statement preparation, and general ledger analysis. With a focus on corporate tax, you will play a key role in helping our clients achieve their financial goals while ensuring compliance with all federal, state, and local tax filing requirements.
**Responsibilities:**
* Provide expert financial services to clients, including tax planning, financial statement preparation, and general ledger analysis
* Develop and implement financial plans for individuals, closely held businesses, and corporations
* Conduct financial research and provide recommendations to clients
* Supervise staff in accordance with the firm's policies
* Communicate effectively with clients, both verbally and in writing
* Experience with QuickBooks and ProSeries tax software preferred
* Salary: $100,000 - $140,000 per year depending on experience
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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