Job Details

REMOTE Tax Specialist (Part-Time, Wealth Advisory, EA required)

We are seeking a part-time, remote Consulting Wealth Advisor with a focus in Tax. This role requires an individual who is an Enrolled Agent (EA) and possesses an in-depth understanding of financial planning, wealth planning,tax planning, Roth conversions, charitable donations, rental properties, business planning, and real estate tax. The ideal candidate will have a minimum of 5 years of experience in the field and will be passionate about helping our clients navigate their financial journeys. This is a remote position offering flexibility and the opportunity to work with a diverse range of clients.

Why join us?

• Part-time 10-20 hours a week
• REMOTE
• Seasonal through April

Job Details

Responsibilities:

• Provide comprehensive financial planning and wealth advisory services to clients, focusing on the mortgage industry.
• Assist clients in strategizing and implementing tax planning, including Roth conversions, charitable donations, and real estate tax considerations.
• Manage and advise on rental properties and business planning, ensuring the optimal financial outcome for clients.
• Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored advice.
• Stay up-to-date on industry trends, regulations, and market changes to provide the most accurate and beneficial advice to clients.
• Collaborate with other team members to ensure a high level of service is maintained and clients' needs are met in a timely manner.
• Conduct regular reviews with clients to assess their financial situations and make necessary adjustments to their plans.

Qualifications:

• Must hold an active Enrolled Agent (EA) certification.
• Minimum of 5 years of experience in financial planning, wealth planning, tax planning, or a related field.
• Proven experience in handling Roth conversions, charitable donations, rental properties, business planning, and real estate tax.
• Strong understanding of the mortgage industry and its financial implications.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Detail-oriented with strong analytical skills and the ability to make sound financial recommendations.
• Ability to work independently in a remote setting, demonstrating strong self-management and organizational skills.
• Up-to-date knowledge of financial regulations, market trends, and industry best practices.
• Proficient in financial planning software and other relevant technology.
• Bachelor's degree in Finance, Business, or a related field is preferred.