What are the responsibilities and job description for the Financial Consultant position at Marc L Whitman CPA?
Our Firm: At Marc L Whitman CPA, we pride ourselves on our commitment to quality and professionalism. We take the time to understand our clients' unique needs and provide personalized service that sets us apart from other firms.
Responsibilities: As a Tax Associate, you will play a key role in delivering exceptional service to our clients. Your responsibilities will include preparing tax returns, providing tax planning strategies, and building strong relationships with our clients.
Requirements: To succeed in this role, you must possess excellent communication skills, be able to work independently, and have a strong understanding of tax preparation and accounting principles. Experience with QuickBooks and Lacerte is also a plus.
What We Offer: In addition to a competitive salary and benefits package, we offer a dynamic and supportive work environment that encourages growth and development. Our team is passionate about helping our clients achieve their financial goals.