Job Description
Job Description
Alt Tax & Financial Services, Inc.
Job Type: Full Time Tax Professional
On-site in Janesville, WI (not virtual)
We are currently looking for a full-time experienced tax preparer who is especially interested in pursuing a Financial Advisor designation.
We are a small Tax & Financial Services office looking for our next teammate. We work closely with our clients to counsel and complete their tax returns. Some of our team members are Financial Advisors and work with clients to achieve the best tax advantages while offering suggestions on their financial goals.
We offer a friendly work environment and benefits.
Job duties include but not limited to:
Communication directly with clients to create a strong client relationship.
Completing 1040 tax returns
Tax planning for future years and strategizing with each client to minimize tax liability.
Keeping current with Tax Law, we provide onsite and live options for training.
Other tasks as assigned.
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.
3-5 years 1040 income tax preparation experience.
Extended hours during tax season; position is not remote.
Enrolled Agent (EA) designation would be a plus, but not required.
Investment Advisory Representation (IAR) would be a plus, but not required.
Benefits:
Excellent wages starting at $52,000
The opportunity to become a financial professional and provide one-on-one financial guidance to clients.
Eligible for retirement plan contribution and 3% company match
Medical Health Insurance
Paid holidays and paid time off
Due to the nature of our business, all advancing candidates will be required to pass a FINRA background check and fingerprinting.
Dennis C. Alt, EA, IAR
Company DescriptionAlt Tax & Financial Services, Inc.
Job Type:
\tFull Time Tax and Financial Professional
\tOn-site in Janesville, WI (not virtual)
We are currently looking for a full-time experienced tax preparer who is especially interested in pursuing a Financial Advisor designation.
We are a small Tax & Financial Services office looking for our next teammate. We work closely with our clients to counsel and complete their tax returns. Some of our team members are Financial Advisors and work with clients to achieve the best tax advantages while offering suggestions on their financial goals.
We offer a friendly work environment and benefits.
Job duties include but not limited to:
\tCommunication directly with clients to create a strong client relationship.
\tCompleting 1040 tax returns
\tTax planning for future years and strategizing with each client to minimize tax liability.
\tKeeping current with Tax Law, we provide onsite and live options for training.
\tOther tasks as assigned.
Job requirements:
\tPositive attitude and Team oriented
\tA passion to be the best version of yourself.
\tA personal drive to be accurate and coachable.
\tBe honest, dependable, and ethical.
\t2 years’ experience in 1040 tax preparation
\tExtended hours during tax season; position is not remote.
\tEnrolled Agent designation would be a plus, but not required.
Benefits:
\tExcellent wages
\tThe opportunity to become a financial professional and provide one-on-one financial \t\tguidance to clients.
\tEligible for retirement plan contribution and 3% company match
\tMedical Health Insurance
Paid holidays and paid time off
Due to the nature of our business, all advancing candidates will be required to pass a FINRA background check and fingerprinting.
Please email cover letter, resume, and salary requirements to barb@alttax.net
Company Description
Alt Tax & Financial Services, Inc.\r\nJob Type:\r\n\tFull Time Tax and Financial Professional\r\n\tOn-site in Janesville, WI (not virtual) \r\n\r\nWe are currently looking for a full-time experienced tax preparer who is especially interested in pursuing a Financial Advisor designation. \r\n\r\nWe are a small Tax & Financial Services office looking for our next teammate. We work closely with our clients to counsel and complete their tax returns. Some of our team members are Financial Advisors and work with clients to achieve the best tax advantages while offering suggestions on their financial goals.\r\nWe offer a friendly work environment and benefits.\r\n\r\nJob duties include but not limited to:\r\n\tCommunication directly with clients to create a strong client relationship.\r\n\tCompleting 1040 tax returns\r\n\tTax planning for future years and strategizing with each client to minimize tax liability.\r\n\tKeeping current with Tax Law, we provide onsite and live options for training.\r\n\tOther tasks as assigned.\r\n\t\r\nJob requirements:\r\n\tPositive attitude and Team oriented\r\n\tA passion to be the best version of yourself.\r\n\tA personal drive to be accurate and coachable.\r\n\tBe honest, dependable, and ethical.\r\n\t2 years’ experience in 1040 tax preparation\r\n\tExtended hours during tax season; position is not remote.\r\n\tEnrolled Agent designation would be a plus, but not required.\r\n\t\r\nBenefits: \r\n\tExcellent wages\r\n\tThe opportunity to become a financial professional and provide one-on-one financial \t\tguidance to clients.\r\n\tEligible for retirement plan contribution and 3% company match\r\n\tMedical Health Insurance\r\nPaid holidays and paid time off \r\n\t\r\n\t\t\r\nDue to the nature of our business, all advancing candidates will be required to pass a FINRA background check and fingerprinting.\r\n\r\nPlease email cover letter, resume, and salary requirements to barb@alttax.net