Financial Planner

Brief job description

• Full-time career in financial planning.
• Part-time tax preparer for tax season (mid-January to first week of April)

Why NOT to work here

• If you have no experience, your pay will be lower for 2-3 years while you build knowledge.
• If you do not have an entrepreneurial mindset, you won’t benefit from the commission-based pay structure.
• If you prefer to have a list handed to you of exactly what you must do each day, this place may not be for you.

Why should I work here?

Work with a purpose

• Our mission is to save middle-income families through comprehensive financial planning and building sound financial systems for young adults.
• Having an impact on the lives of our customers and employees is our top priority.

Good, commission-based pay and flexible hours

• Earn $50-$70 per return depending on your experience. Up to 100 returns available.
• More experience results in higher hourly pay as pay is commission based.
• Work 3-5 days a week.
• Ability to tailor schedule to be compatible with a job, school, or raising children.

Work for a well-established business

• Tri-County Financial LLC has a 75 year history of serving clients in our area.
• Robust training program for new preparers.

Tax work with less stress

• No last-minute rush: our season ends the first week of April, in time for spring.
• No partnerships or corporation returns.
• Stable client base provided to you, no need to hunt for clients.

Opportunities for growth

• Option to develop into a full-time financial planner position – a rewarding career that can support a family with a stay-at-home spouse.

What are the requirements?

• You must be able to commute to our office in Batesville, IN. To ensure client data is secure, all work is done in the office. No remote work.
• No college degree or experience is required. Training will be provided to new preparers.
• Be aware new preparers will earn closer to $50 per return.
• You must be interested in helping middle-income families.
• Honesty, dependability, and detail-orientation should be among your strongest traits.

What exactly will I be doing?

• Preparing federal and state returns for individuals, small businesses, and farmers.
• Meeting with clients face-to-face, or by phone to discuss their return and answer questions.
• Answering client questions and responding to IRS notices for the returns you prepare.

What should I include in my application?

Besides a resume, include a cover letter that includes the following:

• What activities bring you great joy?
• What activities are you effective at or receive compliments doing?
• Clearly list any tax preparation experience you have.

Job Type: Part-time

Pay: $20.00 - $75.00 per hour

Expected hours: 20 – 40 per week

Benefits:

• Flexible schedule

Ability to Commute:

• Batesville, IN 47006 (Required)

Ability to Relocate:

• Batesville, IN 47006: Relocate before starting work (Required)

Work Location: In person

Salary : $20 - $75