Tax Preparer

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Job description

Our Culture

• If your inclination is to skip this section of our job posting, don't! At Financial Strategies Group the culture of our company is of highest importance. We believe the choices that a person makes affects the quality of their life, that is why we exist. Everyday we pride ourselves on putting our clients and their needs first. Transparency among one another internally, as well as to our clients is of utmost importance. Day in and day out we come together as a team and rely on each other to ensure that our clients can rely on us. This is why we are continually raising the bar by continuing our education and proving that we are qualified to help our clients with some of the most important decisions they will make in their lifetime. Hard work is in the very depths of our DNA. We approach every problem with a creative solution and a compassionate heart, whether that problem is client facing or internal. Lastly, we come to the table with the heart of a teacher and internally we expect that every member of our team will be teachable and humble enough to see the growth that comes through being coachable. Of course we aren't all work, if you don't enjoy laughing in the midst of working hard then FSG is not the place for you. Our company culture leaves room for us all to laugh at one another as well as laugh at ourselves. We desire to build something beyond ourselves and because of that we have become much closer than colleagues, FSG truly is a family. If this description of our culture gets your heart racing and pumps you up to change the world, then please, keep reading and send us your resume. If it doesn't, that is ok. We are a unique firm and we are not for everyone, keep looking and you will find the perfect fit for you.

Job Description:

• We are currently looking to bring tax preparation to our company as a service to our clients. That being said, we are simply looking for the right fit for an accountant to bring onto our team and we plan to structure compensation, benefits, and type of working relationship around that person.
• This person should also be a licensed financial advisor. They will service a book of business provided by FSG and will have the ability to build their own book of business if desired.

Duties include but not limited to:

• Preparing and filing tax returns for clients.
• Being a resource to our team regarding tax questions and tax planning.
• Acting as a financial advisor outside of tax season to retain a book of business provided by FSG.
• Working as part of our team to bring an unparalleled holistic financial planning experience.

Qualifications:

• Must be an Enrolled Agent or CPA and able to file tax returns
• Great Communication Skills
• Organized, Efficient, and Professional Work Ethic
• Must be a cultural fit