Our Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience. Job Description and Duties. Provide an excellent client experience for clients through various touchpoints. Client records maintenance and retention. Financial data entry. Attend meetings to assist with data gathering. Assist in preparing account reviews and in...
Our Client, a Wealth Management Firm, is looking for a Paraplanner. This role supports advisors in delivering comprehensive and specialized financial solutions in order to help clients achieve their financial goals. Job Description and Duties. Service existing financial plans. Maintain Financial Plan records and retention. Support Ops team with client onboarding, new business, and service outside of financial planning. Assist in preparing financi...
Our Client, a mid-market CPA firm, is looking for a Tax Associate who is excited to learn, grow and assist in the preparation of business and individual tax returns. They're a growth-oriented and highly consultative female-owned CPA firm and they're seeking a tax professional with the skills and qualifications to prepare business and personal tax returns. Applicants should be able to work independently and possess the determination and initiative...
About the Company. We help businesses optimize & drive profitability with accurate, tech-savvy & holistic accounting, tax & FP&A solutions. Smart Business Concepts was founded in 2014 by a couple of expats from various "big-name" consulting & accounting firms who didn't feel like they were able to drive maximum value for their clients. To better support startups, small and mid-sized businesses, we realized we needed to start our own shop and offe...
