Business Financial Advisor

4 weeks ago


Aiea, Hawaii, United States Paul's Financial Services Full time
Job Overview

We are seeking a highly skilled and experienced Financial Services Professional to join our team at Paul's Financial Services. As a key member of our team, you will be responsible for providing expert financial guidance and solutions to our clients.

Key Responsibilities:

  • Review clients' financial records for completeness and accuracy.
  • Prepare supporting work papers and perform other job-related duties as necessary.
  • Provide expert advice on financial planning, accounting, and tax preparation.
  • Experience with Ultra Tax software application is highly desirable.

Requirements:

  • Extensive experience in accounting and tax preparation.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Licensure desired, but not required.

What We Offer:

  • Annual salary based on experience.
  • Yearly pay increase and bonus opportunities.

About Us:

Paul's Financial Services is a well-established and reputable financial institution with a rich history of providing expert financial guidance and solutions. We are committed to delivering exceptional client service and financial well-being.


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