Responsible for managing existing client relationships and formulating and implementing planning and investment advice, nurture a relationship with new clients, and work with and/or supervise other staff in client service delivery.
Qualifications include minimum of 3 years’ experience in investment management and/or financial advisory services with a demonstrated ability to nurture and manage client relationships, Bachelor’s degree from an accredited college or university; CFP® designation (preferred), Series 65, proficiency in planning and investment software, Office products.
Senior Tax Preparer
Responsible for tax return data input verification and preparation of returns, review returns prepared by others, assist with year end tax planning, conducting research on tax questions related to client returns, conferring with clients and co-workers on tax questions.
Qualifications include degree in Accounting or Business Administration preferred, minimum 3 years experience in tax preparation, strong written and verbal communication skills, strong problem solving skills, willingness to work hours needed to complete tasks assigned. Experience with Quickbooks, and with fiduciary and estate tax returns is a plus.
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