Financial Consultant

3 weeks ago


Santa Ana, California, United States El Triunfo Corporation Full time

We are seeking a highly skilled Financial Consultant to join our team at El Triunfo Corporation in Santa Ana, CA. As a key member of our Accounting and Tax Firm, you will play a crucial role in assisting Hispanic business owners with their financial planning needs.

The ideal candidate will be fluent in both English and Spanish, possess strong analytical skills, and have a deep understanding of financial regulations.

Salary: $70,000 - $90,000 per year, depending on experience

Job Description:

  1. Conduct financial interviews with clients to gather relevant financial information for financial planning.
  2. Prepare and review financial statements for individuals and businesses, ensuring accuracy and compliance with current financial laws.
  3. Provide excellent customer service by addressing client inquiries and concerns in a professional and timely manner.
  4. Stay informed about changes in financial laws and regulations to ensure accurate and up-to-date financial planning.
  5. Collaborate with other team members to share knowledge and best practices within the firm.
  6. Assist in identifying potential financial opportunities for clients.

Required Skills and Qualifications:

  1. Bilingual proficiency in both English and Spanish.
  2. Previous experience in financial planning and a strong understanding of financial regulations.
  3. Knowledge of accounting principles and practices.
  4. Excellent communication and interpersonal skills.
  5. Detail-oriented and able to work independently.
  6. Familiarity with financial software and related tools.
  7. CPA or Enrolled Agent certification is a plus.
  8. Prior experience working with Hispanic business owners is highly desirable.

Benefits:

  1. Competitive salary commensurate with experience.
  2. Health insurance coverage.
  3. Professional development opportunities.
  4. Collaborative and supportive work environment.


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