Financial & Tax Planner
Classification: Tax Preparer
To apply to this Financial & Tax Planner role, please send your resume to John Sadofsky
•Build strong, long-term client relationships. You will work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of action.
•Brand Ambassador. Enthusiastically advocate the values, ethics, and unique approach our company takes to personal finance and retirement planning.
•Data Management. You must maintain all data in Salesforce and follow designated workflows and compliance procedures.
•Bachelor's degree required - MBA, JD or CFP a plus
•Five+ years financial planning or tax planning/preparation experience
•Working knowledge of e-Money, Proseries, Lacerte and/or CCH a plus
•Ability to listen and empathize with clients, spot and analyze issues, and simplify/explain financial concepts to provide solutions
•Strong attention to detail, exceptional problem-solving skills and ability to organize and prioritize work in order to meet deadlines in a proactive manger with little supervision required
Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you're working with the best. Robert Half has been recognized as one of FORTUNE's "Most Admired Companies" every year since 1998 and was No. 1 on Forbes' annual ranking of America's Best Professional Recruiting Firms.
Questions? Call your local office at 1.. All applicants applying for U.S. job openings must be legally authorized to work in the United States.