Senior Financial Services Specialist
4 days ago
As a Senior Financial Services Specialist at Jobot, you will be responsible for providing high-quality financial guidance to individuals and businesses. Our expert team offers a range of services, from basic tax management and accounting to complex audits, financial statements, and financial planning.
Salary and Benefits
We offer an estimated annual salary of $120,000, with the possibility of 2 cash bonus payouts per year. You will also enjoy a 3% safe harbor and have opportunities for aggressive growth within our company.
Job Responsibilities
Your key responsibilities will include supervising current engagements, following up on completed projects, and preparing and reviewing Individual, Corporate, Partnership, Estate, and Trust tax returns. You will also assist clients with tax and financial planning and perform complex tax research. Additionally, you will supervise, train, and interact with junior and senior level staff, as well as manage client accounts.
Required Skills and Qualifications
To succeed in this role, you will need 5+ years of experience in public accounting, strong technical and supervisory skills, and the ability to multitask and complete large numbers of complex projects.
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