Strategic Financial Advisor & Tax Specialist

LMW Financial LLC; Los Angeles (CA); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

401(k)

Health insurance

Paid time off

Performance bonuses

Company parties

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Excellent communication skills

Analytical skills

Negotiation skills

Presentation skills

Formation

Bachelor’s degree in finance or related field

Description du poste

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.