Senior Personal Finance & Tax Advisor

Joinkeywork; United States; Remoto; USD 109.000 - 155.000; Tempo pieno

Descrizione del lavoro

Joinkeywork is seeking senior United States-based personal finance professionals for an AI training project focused on real-world financial topics and scenarios. The role targets practitioners whose work supports individuals or households, not corporate finance.

Ideal candidates bring credentials signals such as CFP, CPA, EA, or CTFA and have extensive experience advising individuals on taxes, investments, budgeting, debt management, and estate planning.

Competenze

• 10+ years of directly relevant professional experience.
• Based in United States.
• Experience advising individuals or households.

Conoscenze

Personal finance

Tax planning

Investments advisory

Estate planning

Debt management

Descrizione del lavoro

Joinkeywork is seeking senior United States-based personal finance professionals for an AI training project focused on real-world financial topics and scenarios. The role targets practitioners whose work supports individuals or households, not corporate finance.

Ideal candidates bring credentials signals such as CFP, CPA, EA, or CTFA and have extensive experience advising individuals on taxes, investments, budgeting, debt management, and estate planning.