What are the responsibilities and job description for the Advisor position at CSI Group?
Join CSI Group – A Thriving Career Awaits You!
CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity.
We specialize in financial planning, tax preparation, and estate planning, offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyone—not just the wealthy.
Through our one-stop-shop approach, we make high-quality financial services both affordable and accessible, empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones.
Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth!
Job Summary:
The Tax and Financial Services Advisor is responsible for providing comprehensive financial planning and tax advisory services to clients. This role involves analyzing clients' financial situations, developing strategies to meet their financial goals, ensuring compliance with tax laws, and maximizing tax efficiency. The advisor will work closely with clients to build long-term relationships based on trust, professionalism, and excellent service.
Key Responsibilities:
- Financial Planning and Advisory:
- Assess clients' overall financial situation, including income, expenses, savings, investments, and retirement goals.
- Develop personalized financial plans tailored to clients' specific needs and goals.
- Provide investment advice, retirement planning, and wealth management services.
- Monitor clients’ financial status and adjust plans as necessary.
- Tax Planning and Compliance:
- Advise clients on tax-related matters, including income tax, estate tax, capital gains tax, and other applicable taxes.
- Prepare and review tax returns for individuals, businesses, and other entities.
- Identify tax-saving opportunities and ensure clients take advantage of tax deductions and credits.
- Stay up-to-date with changes in tax laws and regulations to provide accurate and timely advice.
- Assist clients with tax audits and represent them before tax authorities if needed.
- Client Relationship Management:
- Build and maintain strong relationships with clients through regular communication and personalized service.
- Conduct client meetings to review financial status, discuss strategies, and update plans.
- Respond promptly to client inquiries and provide ongoing support and advice.
- Research and Analysis:
- Conduct thorough research on market trends, financial products, and tax laws to provide informed advice.
- Analyze complex financial and tax data to identify trends and opportunities for clients.
- Compliance and Reporting:
- Ensure all financial and tax advisory activities comply with relevant laws, regulations, and company policies.
- Maintain accurate and confidential client records and documentation.
- Prepare reports and documentation for internal and external audits.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or professional certification (e.g., CPA, CFP, CFA) is preferred.
- Proven experience in tax preparation, financial planning, or a related field.
- Strong understanding of tax laws, financial regulations, and investment strategies.
- Excellent analytical skills with attention to detail.
- Proficient in financial planning software and tools.
- Strong interpersonal and communication skills.
- Ability to work independently and manage multiple client accounts.
- High ethical standards and a commitment to maintaining client confidentiality.
