Join Our Team at Financial Planning And Tax Office
About Us
Financial Planning And Tax Office is a reputable company that specializes in providing top-notch accounting services, tax return preparation, and financial planning consulting to our clients. Our team of dedicated professionals is committed to delivering high-quality services that meet our clients’ needs and exceed their expectations.
We are Hiring!
We are currently looking to expand our team and are seeking qualified individuals to join us in the following positions:
1. Accounting Services Specialist
Manage a portfolio of clients and provide them with comprehensive accounting services
Prepare financial statements, reports, and budget forecasts
Assist clients with tax planning and compliance
2. Tax Return Preparation Specialist
Prepare and file tax returns for individuals, businesses, and organizations
Stay up-to-date on tax laws and regulations to ensure accurate and timely filing
Provide tax planning and advice to clients to minimize tax liabilities
3. Financial Planning Consultant
Assist clients in developing comprehensive financial plans to achieve their financial goals
Provide investment advice and portfolio management services
Conduct financial analysis and develop customized solutions for clients
Qualifications
We are looking for candidates who possess the following qualifications:
Bachelor’s degree in accounting, finance, or a related field
Certified Public Accountant (CPA) or Certified Financial Planner (CFP) designation preferred
Minimum of 2 years of experience in the accounting, tax, or financial planning field
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Ability to work independently and as part of a team
Benefits
Joining our team at Financial Planning And Tax Office comes with a host of benefits, including:
Competitive salary and compensation package
Healthcare benefits, including medical, dental, and vision coverage
Retirement savings plan with company match
Paid time off and holidays
Professional development and training opportunities
Apply Now!
If you are a qualified and motivated individual looking to advance your career in the accounting, tax, or financial planning field, we want to hear from you! Please submit your resume and cover letter on this page to be considered for one of our open positions at Financial Planning And Tax Office.