Financial Advisor Lead
20 hours ago
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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