This job requires 3 - 5+ years of financial planning and U.S. tax preparation experience. This person will prepare comprehensive financial plans for individuals and calculations to assist with decision making. A thorough knowledge of the planning processes, investment universe, insurance, trust and estate matters, related legal aspects, and tax compliance is required.

This position is 100% Remote.

Principle responsibilities and activities include:
Financial planning process.
Tax preparation for assigned clients.
Review task assignments for each client and work directly with team members to ensure all follow-up and action items are documented and completed on time.
Make recommendations to clients.
Assist with investment research and/or company valuation projects.

Skills and job requirements:
Must be able to successfully manage multiple assignments
Develop quality relationships
Identify client needs and service opportunities, and propose solutions as issues arise.
Strong work ethic, ability to work independently
Excellent communication and strong interpersonal skills are a must
Tax software and investment software experience is required.
There are opportunities to provide strategic consulting services, train and coach staff, and perform business valuations.

Qualified candidates should possess CPA, CFP, CPA/PFP or similar designations.

Full or part-time, flexible hours. Remote, work from home.

**Please send qualified resumes only to: ****@*****.*****

Employment Type:

Employee - Part Time

Compensation:

$35-40/hr