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Fast-growing, national, SEC-registered Investment Advisory Firm seeking REMOTE (on-site/hybrid also available) Sr.
Tax Advisors to join the team!This Jobot Job is hosted by Catherine ReidAre you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary $125,000 – $175,000 per yearA Bit About UsWe are a growing 15yr-old, national, SEC-registered investment advisory firm helping clients nationwide with over $1.
3 billion in assets under management.
We are dedicated to providing the best service to our clients, standing side-by-side with with them to navigate the financial decisions they face throughout their lives.
We provide comprehensive financial planning and tax services, along with client education and guidance on Medicare, Social Security, long-term care insurance, travel, and more.
Why join us?In addition to great work/life balance, strong benefits, and bonus potential, we offer wonderful stability and growth with a terrific culture!Job DetailsIn this role, you willWork directly with clients to prepare both personal and business tax returns, prepare projections, and calculate tax estimatesProvide timely and high-quality client service in response to client inquiriesWork with advisors regarding different client situations and prepare analysis on tax outcomes of transactionsCommunicate with business owners regarding owner payroll, and provide insight on how much would be required for their businessMeet with clients on an annual/semi-annual basis to discuss their changing business needsWilling to work with high-net-worth clientsFollow up with clients regarding changes in the tax laws and regulationsRespond to IRS and state notices, as needed, on the client behalfThe right candidate will possessGenuine desire to serve and care for our clientsStrong understanding of tax code and technical aspects of tax preparation and complianceSelf-starter with a client-first mentalityAbility to communicate with co-workers, clients, and various business contacts in a courteous and professional mannerHighly organized and attention to detailStrong written and verbal communication skillsAnalytical, problem solving and organizational skillsThe ability to multi-task; complete several different tasks accurately and in a timely mannerA positive attitude and willingness to collaborate as a teamAbility to maintain confidentialityQualified candidates will offerBA/BS degree in accounting; CPA/EA preferredExperience in preparing S-Corp, C-Corp, Partnership, and individual returns a must4yrs
busy season experienceExperience with CCH tax software a plusInterested in hearing more? Easy Apply now by clicking the Apply button.
Recommended Skills Accounting Analytical Attention To Detail Business Requirements Calculations Communication googletag.
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Estimated Salary: $20 to $28 per hour based on qualifications.
Tax Advisors to join the team!This Jobot Job is hosted by Catherine ReidAre you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary $125,000 – $175,000 per yearA Bit About UsWe are a growing 15yr-old, national, SEC-registered investment advisory firm helping clients nationwide with over $1.
3 billion in assets under management.
We are dedicated to providing the best service to our clients, standing side-by-side with with them to navigate the financial decisions they face throughout their lives.
We provide comprehensive financial planning and tax services, along with client education and guidance on Medicare, Social Security, long-term care insurance, travel, and more.
Why join us?In addition to great work/life balance, strong benefits, and bonus potential, we offer wonderful stability and growth with a terrific culture!Job DetailsIn this role, you willWork directly with clients to prepare both personal and business tax returns, prepare projections, and calculate tax estimatesProvide timely and high-quality client service in response to client inquiriesWork with advisors regarding different client situations and prepare analysis on tax outcomes of transactionsCommunicate with business owners regarding owner payroll, and provide insight on how much would be required for their businessMeet with clients on an annual/semi-annual basis to discuss their changing business needsWilling to work with high-net-worth clientsFollow up with clients regarding changes in the tax laws and regulationsRespond to IRS and state notices, as needed, on the client behalfThe right candidate will possessGenuine desire to serve and care for our clientsStrong understanding of tax code and technical aspects of tax preparation and complianceSelf-starter with a client-first mentalityAbility to communicate with co-workers, clients, and various business contacts in a courteous and professional mannerHighly organized and attention to detailStrong written and verbal communication skillsAnalytical, problem solving and organizational skillsThe ability to multi-task; complete several different tasks accurately and in a timely mannerA positive attitude and willingness to collaborate as a teamAbility to maintain confidentialityQualified candidates will offerBA/BS degree in accounting; CPA/EA preferredExperience in preparing S-Corp, C-Corp, Partnership, and individual returns a must4yrs
busy season experienceExperience with CCH tax software a plusInterested in hearing more? Easy Apply now by clicking the Apply button.
Recommended Skills Accounting Analytical Attention To Detail Business Requirements Calculations Communication googletag.
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display(‘div-gpt-ad-1622562035780-0’); ); Apply to this job.
Think you’re the perfect candidate? Apply on company site $(‘.
external-apply-email-saved’).
on(‘click’, function (event) window.
ExternalApply = window.
open(‘/interstitial?url=https%3A%2F%2Fclick.
appcast.
io%2Ftrack%2Feq3n4de%3Fcs%3Dlxb%26exch%3D4s%26jg%3D4d4o%26bid%3DSWlJiNchsNTvke3O2bfryA%3D%3D%26ob%3DN7zQ9EE31BFKIlCA4dFIbw%3D%3D%26rdr%3Dhttps%3A%2F%2Fwww.
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LI10-eq3n4de CareerBuilder TIP For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.
Learn more.
By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website.
To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.
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Estimated Salary: $20 to $28 per hour based on qualifications.
