1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
60.00 LPA TO 100.00 LPA
the Tax & Wealth Advisor works closely with Financial Advisors to integrate tax strategies into clients’ overall financial plans.
Key Responsibilities
Tax Preparation & Compliance
Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns.
Coordinate the collection and review of tax documentation from clients.
Ensure tax returns are completed accurately and in compliance with federal and state regulations.
Stay current on changes in tax laws and regulations that ...
1 Opening(s)
10.0 Year(s) To 18.0 Year(s)
0.00 LPA TO 0.00 LPA
Requirements:-
- Bachelor's degree in any related field.
- At least 10 years experience in Proven work as an Strategic Planner or similar role
- good communication skills to deliver their findings in a non-technical and easy-to-understand manner.
- works with a team
Responsibilities
- Demonstrate proficiency in strategic planning, institutional performance management, and adherence to ...