Advisor Employee Services
CPA Tax Advisor - Financial Firm - Knoxville, TN
Advisor Employee Services, Knoxville, Tennessee, United States, 37955
Overview
Blue Ridge Wealth Planners , a rapidly growing and reputable Wealth Management Firm in Knoxville, TN, is expanding its services to include Estate Planning, Medicare, and Tax planning for its diverse client base. We focus on ensuring our clients receive personalized and comprehensive financial planning solutions. We are looking for a detail-oriented and dependable Tax Advisor to join our team. If you have prior experience preparing individual tax returns, we want to hear from you! While experience with Estate returns or Medicare-related filings is a plus, it is not required. We will provide training to help you succeed in those areas.
Minimum Requirements
Proven experience in Tax preparation
CPA certification is preferred
Leadership and managerial experience
Key Traits
Efficiency: Able to manage tasks promptly and effectively.
Proactivity: Anticipates needs and acts accordingly to manage responsibilities.
Integrity: Upholds the highest ethical standards in all professional interactions.
Curiosity: Eager to learn and adapt within the financial landscape.
Key Responsibilities
Oversee client service paperwork processes to ensure accuracy and efficiency.
Perform detailed data entry tasks while maintaining data integrity.
Engage in sales activities to promote our financial services.
Prepare and file tax returns with precision and compliance.
Develop and implement estate planning strategies in collaboration with clients.
Guide clients through Medicare options, ensuring they choose plans that best meet their needs.
Conduct regular team meetings to review goals and provide training.
Analyze financial data to create custom reports for clients.
Stay informed about changes in tax laws and regulations to offer up-to-date advice.
Compensation & Benefits
Base pay range: $52,000.00/yr - $90,000.00/yr
Health, Dental, Vision – employer covers 100% for the employee
Generous PTO
Paid major holidays (determined each year at companies’ discretion)
401(k) – employer match up to 3%
Hours
Monday- Thursday: 8:30 am – 5:00 pm
Friday: 8:30 am – 3:00 pm
Presented by Advisor Employee Services.
Thank you for your interest in the Tax Advisor role.
#J-18808-Ljbffr
Blue Ridge Wealth Planners , a rapidly growing and reputable Wealth Management Firm in Knoxville, TN, is expanding its services to include Estate Planning, Medicare, and Tax planning for its diverse client base. We focus on ensuring our clients receive personalized and comprehensive financial planning solutions. We are looking for a detail-oriented and dependable Tax Advisor to join our team. If you have prior experience preparing individual tax returns, we want to hear from you! While experience with Estate returns or Medicare-related filings is a plus, it is not required. We will provide training to help you succeed in those areas.
Minimum Requirements
Proven experience in Tax preparation
CPA certification is preferred
Leadership and managerial experience
Key Traits
Efficiency: Able to manage tasks promptly and effectively.
Proactivity: Anticipates needs and acts accordingly to manage responsibilities.
Integrity: Upholds the highest ethical standards in all professional interactions.
Curiosity: Eager to learn and adapt within the financial landscape.
Key Responsibilities
Oversee client service paperwork processes to ensure accuracy and efficiency.
Perform detailed data entry tasks while maintaining data integrity.
Engage in sales activities to promote our financial services.
Prepare and file tax returns with precision and compliance.
Develop and implement estate planning strategies in collaboration with clients.
Guide clients through Medicare options, ensuring they choose plans that best meet their needs.
Conduct regular team meetings to review goals and provide training.
Analyze financial data to create custom reports for clients.
Stay informed about changes in tax laws and regulations to offer up-to-date advice.
Compensation & Benefits
Base pay range: $52,000.00/yr - $90,000.00/yr
Health, Dental, Vision – employer covers 100% for the employee
Generous PTO
Paid major holidays (determined each year at companies’ discretion)
401(k) – employer match up to 3%
Hours
Monday- Thursday: 8:30 am – 5:00 pm
Friday: 8:30 am – 3:00 pm
Presented by Advisor Employee Services.
Thank you for your interest in the Tax Advisor role.
#J-18808-Ljbffr