Financial Advisor Lead

20 hours ago


MoorestownLenola, New Jersey, United States Jobot Full time
Job Summary: We are seeking an experienced Financial Advisor Lead to join our dynamic team at Jobot. As a key member of our team, you will be responsible for leading and mentoring junior associates, as well as providing top-tier tax planning services to high-net-worth clients.

In this role, you will have the opportunity to work with a forward-thinking financial advisory and tax preparation firm headquartered in Moorestown, New Jersey. Our firm values flexibility and relationship-building, with a strong emphasis on our people driving everything we do.

The estimated salary for this position is $120,000 - $180,000 per year, depending on experience. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply.

Responsibilities:
  • Lead and mentor junior associates in tax planning and preparation.
  • Provide technical advice and research tax issues.
  • Determine tax projections and update financial planning software.
  • Prepare or review individual, fiduciary, corporate, and partnership/LLC tax returns.


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