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REMOTE
Tax Specialist - Part-Time, Wealth Advisory, EA required
Salary: $40 - $55 per hour
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 real 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 range of clients.
Part-time 10-20 hours a week
REMOTE
Seasonal through April
Provide comprehensive financial planning and wealth advisory services to clients, focusing on the mortgage industry.
Assist clients in strategizing and implementing tax planning, including Roth conversions, charitable donations, and real estate tax considerations.
Manage and advise on rental properties and business planning, ensuring the optimal financial outcome for clients.
Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored advice.
Conduct regular reviews with clients to assess their financial situations and make necessary adjustments to their plans.
Minimum of 5 years of experience in financial planning, wealth planning, tax planning, or a related field.
Proven experience in handling Roth conversions, charitable donations, rental properties, business planning, and real estate tax.
Strong understanding of the mortgage industry and its financial implications.
Detail-oriented with strong analytical skills and the ability to make sound financial recommendations.
Ability to work independently in a remote setting, demonstrating strong self-management and organizational skills.
Up-to-date knowledge of financial regulations, market trends, and industry best practices.
Proficient in financial planning software and other relevant technology.
Bachelor's degree in Finance, Business, or a related field is preferred.
Join our team and be a part of a dynamic, forward-thinking company that values its employees and is committed to helping clients achieve financial success.
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