Industry: Financial Planning Consultants,Financial Services,Tax Return Preparation

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team at Hubbard Financial Services Inc

Are you passionate about financial planning and helping clients achieve their financial goals? Do you have a background in tax return preparation or financial services? If so, Hubbard Financial Services Inc is looking for dedicated individuals like you to join our team.

About Us

Hubbard Financial Services Inc is a leading financial services firm dedicated to providing comprehensive financial planning and tax services for individuals and businesses. We pride ourselves on our commitment to excellence, integrity, and client satisfaction.

We are currently seeking candidates for the following positions:

Financial Planning Consultants

As a Financial Planning Consultant at Hubbard Financial Services Inc, you will work closely with clients to assess their financial situation, develop personalized financial plans, and provide ongoing guidance to help them achieve their financial goals. Responsibilities include:

• Conducting financial analysis and goal setting
• Creating customized financial plans based on clients’ needs
• Providing recommendations on investments, retirement planning, and estate planning
• Monitoring and adjusting financial plans as needed

Financial Services

Our Financial Services team plays a crucial role in supporting our clients’ financial needs. As a member of this team, you will have the opportunity to work in various areas such as investment management, insurance planning, and wealth management. Responsibilities include:

• Assisting clients with investment strategies and portfolio management
• Advising on risk management and insurance needs
• Providing guidance on retirement planning and wealth preservation
• Collaborating with Financial Planning Consultants to deliver comprehensive financial solutions

Tax Return Preparation

Our Tax Return Preparation team is responsible for preparing accurate and timely tax returns for individuals and businesses. As a Tax Preparer at Hubbard Financial Services Inc, you will ensure compliance with tax laws and maximize tax deductions for our clients. Responsibilities include:

• Gathering and organizing tax documents from clients
• Preparing federal and state tax returns accurately and efficiently
• Reviewing tax returns for accuracy and completeness
• Providing tax planning and advice to clients throughout the year

Qualifications:

• Bachelor’s degree in Finance, Accounting, or related field
• Certification such as CFP, CPA, or Enrolled Agent preferred
• 2+ years of experience in financial planning, tax preparation, or financial services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Why Join Us?

At Hubbard Financial Services Inc, we offer a collaborative and supportive work environment where employees can grow and excel in their careers. In addition, we provide competitive compensation, benefits, and opportunities for professional development.

If you are passionate about helping others achieve financial success and are looking for a rewarding career in the financial services industry, we want to hear from you. Apply now on this page to join our team at Hubbard Financial Services Inc.