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-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
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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...
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