What are the responsibilities and job description for the Financial Advisor position at beBeeTax?
Financial Advisor Role
We are seeking a dedicated and knowledgeable individual to serve as a trusted financial advisor. As a key member of our team, you will empower clients to achieve positive financial outcomes by leveraging your expertise in tax planning and management.
About the Job
This is a seasonal role that requires on-site presence at one of our locations in the United States. You will be responsible for assisting clients with various tax-related tasks, including W2 filings, life events, and complex scenarios such as business income, amendments, or investments.
Key Responsibilities:
- Provide exceptional client service and support to ensure timely and accurate resolution of tax-related issues.
- Stay up-to-date on tax laws and regulations to effectively advise clients on optimal tax strategies.
Benefits
This role offers a unique opportunity to grow and develop your skills in a dynamic and supportive environment. You will have access to essential tools, training, and dedicated support to facilitate your success.
Requirements
To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.
Salary : $70,000 - $120,000