Financial Advisor with Strong Tax Background

LMW Financial LLC; Los Angeles (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Performance bonuses

Company parties

Job summary

LMW Financial LLC is seeking a Financial Advisor/Tax Preparer in Los Angeles. The role involves guiding clients on investment strategies and preparing various tax returns including individual and corporate. The successful candidate will have a Bachelor's degree and substantial tax experience.

You will create personalized financial plans, recommend financial products, and ensure compliance with tax filings while keeping abreast of market trends. Competitive compensation and benefits are included.

Qualifications

• 5 years of tax experience required.
• Current certificate of qualifications (FCA, CII, DipFA, CISI, or equivalent).
• Ability to explain complex financial information simply.

Responsibilities

• Gather information to create individualized financial plans.
• Make recommendations for financial products and services.
• Prepare and review partnership, S Corp, and individual tax returns.
• Maintain up-to-date knowledge of market trends.
• Assist with various tax-related tasks.

Skills

Excellent communication skills

Analytical skills

Negotiation skills

Presentation skills

Education

Bachelor’s degree in finance or related field

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Free food & snacks
• Health insurance
• Paid time off

Benefits/Perks

• Competitive Compensation
• Health Insurance
• Life Insurance
• Vision Insurance
• Matching 401K

Job Summary

We are seeking a Financial Advisor/Tax Preparer to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects.

Responsibilities

• Gather information to understand each client’s overall financial situation and needs and create individualized financial plans
• Make recommendations around a variety of financial products and services
• Maintain up-to-date knowledge of the market and industry trends
• Prepare and review high level partnership, S Corp and individual tax return preparation
• Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals. Deliver a full range of tax services for individuals, corporations, partnerships, trusts, etc.

Qualifications

• Bachelor’s degree in finance or a related field
• Previous experience as a Financial Adviser or related position
• Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
• Tax Experience: 5 years
• Understanding of the market’s financial data
• Ability to provide reliable, data-based financial adviceAbility to explain complex financial information in simple terms
• Excellent negotiation, communication, and presentation skills