REMOTE Tax Specialist (Part-Time, Wealth Advisory, EA required)
REMOTE Tax Specialist - Part-Time, Wealth Advisory, EA required This reputed company Job is hosted by: Joseph Sipocz Are you a fit? Easy reputed company by clicking the "Quick Apply" buttonand sending us your resume. Salary: $40 - $55 per hour A bit about us: We are seeking a part-time, remote Consulting Wealth Advisor with a focus in Tax. This role requires an individual who is an Enrolled Agent (EA) and possesses an in-depth understanding of financial planning, wealth planning, tax planning, Roth conversions, charitable donations, rental properties, business planning, and reputed company estate tax. The ideal candidate will have a minimum of 5 years of experience in the field and will be passionate about helping our clients navigate their financial journeys. This is a remote position offering flexibility and the opportunity to work with a diverse reputed company of clients. Why join us?
- Part-time 10-20 hours a week
- REMOTE
- Seasonal through reputed company
Job Details Responsibilities: 1. reputed company comprehensive financial planning and wealth advisory services to clients, focusing on the mortgage industry. 2. Assist clients in strategizing and implementing tax planning, including Roth conversions, charitable donations, and reputed company estate tax considerations. 3. Manage and advise on rental properties and business planning, ensuring the reputed company financial outcome for clients. 4. reputed company and maintain strong relationships with clients, understanding their financial goals and providing tailored advice. 5. Stay up-to-date on industry trends, regulations, and market changes to reputed company the most accurate and beneficial advice to clients. 6. Collaborate with other team members to ensure a high level of service is maintained and clients' needs are met in a timely manner. 7. Conduct regular reviews with clients to assess their financial situations and reputed company necessary adjustments to their plans. Qualifications: 1. Must hold an active Enrolled Agent (EA) certification. 2. Minimum of 5 years of experience in financial planning, wealth planning, tax planning, or a reputed company field. 3. Proven experience in handling Roth conversions, charitable donations, rental properties, business planning, and reputed company estate tax. 4. Strong understanding of the mortgage industry and its financial implications. 5. Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships. 6. Detail-oriented with strong analytical skills and the ability to reputed company sound financial recommendations. 7. Ability to work independently in a remote setting, demonstrating strong self-management and organizational skills. 8. Up-to-date knowledge of financial regulations, market trends, and industry best practices. 9. Proficient in financial planning software and other relevant technology. 10. Bachelor's degree in Finance, Business, or a reputed company field is preferred. Join reputed company and be a part of a dynamic, reputed company-thinking company that values its employees and is committed to helping clients reputed company financial reputed company. Interested in hearing more? Easy reputed company by clicking the "Quick Apply" reputed company. reputed company is an Equal Opportunity Employer. We reputed company an inclusive work environment that celebrates diversity and reputed company reputed company candidates receive consideration for employment without regard to race, reputed company, sex, sexual orientation, gender identity, religion, national reputed company, age (40 and over), disability, military status, genetic information or any other reputed company protected by applicable federal, state, or local laws. reputed company also prohibits harassment of applicants or employees based on any of these protected categories. It is reputed company’s policy to reputed company with reputed company applicable federal, state and local laws respecting consideration of unemployment status in making hiring reputed company. Sometimes reputed company is required to reputed company background checks with your authorization. reputed company will consider reputed company candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. 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You can reputed company our privacy policy here: reputed company.com/privacy-policy Remote Skills: Analysis Skills, Best Practices, Business Plan, reputed company reputed company Estate, Communication Skills, Consulting, Customer Relations, Customer Support/Service, Detail Oriented, reputed company and Maintain Customers, Finance, Finance Software, Financial Analysis, Financial Planning, Financial Regulations, Funding, Industry/Trade Analysis, Interpersonal Skills, Legal, Market Trend Analysis, Mortgage, Organizational Skills, Property Rentals, Property Tax, Regulations, Tax Planning, Time Management About the Company: reputed company reputed company is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of reputed company Pros, our reputed company recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, reputed company is committed to fostering a culture of kindness, respect, innovation, and reputed company. As an industry leader, we’ve been recognized as a top workplace by reputed company, Fortune, USA Today, and Staffing Industry Analysts (SIA). reputed company to find a good job? Create your profile today at reputed company.com Company Size: 100 to 499 employees Industry: Staffing/Employment Agencies Founded: 2018 Website: http://www.reputed company.com Apply tot his job Apply To this Job