-Prepare and file tax returns for clients -Maintain and develop client relations -Follow all company procedures regarding confidentiality of each client. -Maintain detailed notes regarding details needed by the client -Promote the Company to expand your clientele -Keep up-to-date on new tax law
I am seeking an Investment Advisor to train to takeover my business when I retire in a few years! You will deliver personalized investment solutions to help clients work toward their longterm financial goals. Responsibilities: Advise clients on investment strategies and other financial decisions Assess clients' assets, liabilities and overall financial conditions Prepare presentations that reco...
GENERAL SUMMARYThe Financial Analyst reports directly to the Director of Planning Analysis. The Financial Analyst is responsible for gathering, summarizing and reporting complex financial data to provide analyses and recommendations in such areas as budgets, forecasts, financial plans and statistical reports for management use.FOUR DIAMOND SERVICE AGREEMENTAll Team Members will display a Four D...