Financial Advisor with Strong Tax Background

LMW Financial•Studio City, CA

1h•Onsite

About The Position

We are seeking a Financial Advisor/Tax Preparer to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects.

Requirements

Bachelor’s degree in finance or a related field
Previous experience as a Financial Adviser or related position
Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
Tax Experience: 5 years
Understanding of the market’s financial data
Ability to provide reliable, data-based financial advice
Ability to explain complex financial information in simple terms
Excellent negotiation, communication, and presentation skills

Responsibilities

Gather information to understand each client’s overall financial situation and needs and create individualized financial plans
Make recommendations around a variety of financial products and services
Maintain up-to-date knowledge of the market and industry trends
Prepare and review high level partnership, S Corp and individual tax return preparation
Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals
Deliver a full range of tax services for individuals, corporations, partnerships, trusts, etc.