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Tax and Financial Advisor

Anansys Staffing LLC
Janesville, WI Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/15/2025

Job Description

Job Description

About :

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Job requirements :

  • Positive attitude and Team oriented
  • A passion to be the best version of yourself.
  • A personal drive to be accurate and coachable.
  • Be honest, dependable, and ethical.
  • 2 years' experience in 1040 tax preparation
  • Extended hours during tax season; position is not remote.
  • Enrolled Agent designation would be a plus, but not required.

    • Qualifications

  • Bachelor's degree in Finance or related field
  • 5 years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills.

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