Financial Advisor with Strong Tax Background
LMW FINANCIAL LLC
Benefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Paid time off
Benefits/Perks
Competitive Compensation
Health Insurance
Life Insurance
Vision Insurance
Matching 401K
Job Summary
We are seeking a Financial Advisor/Tax Preparer to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects.
Responsibilities
Gather information to understand each client’s overall financial situation and needs and create individualized financial plans
Make recommendations around a variety of financial products and services
Maintain up-to-date knowledge of the market and industry trends
Prepare and review high level partnership, S Corp and individual tax return preparation
Deliver a full range of tax services for individuals, corporations, partnerships, trusts, etc..
Qualifications
Bachelor’s degree in finance or a related field
Previous experience as a Financial Adviser or related position
Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
Tax Experience: 5 years
Understanding of the market’s financial data
Ability to provide reliable, data-based financial advice
Ability to explain complex financial information in simple terms
Excellent negotiation, communication, and presentation skills
$45k - $100k
...Financial Advisor Opportunity Join a financial services firm... ...people come first. With over 9 million clients... ...experiences and professional backgrounds. We value an inclusive... ...bachelor's degree is strongly preferred or... ...retirement plan, and tax-advantaged accounts: health...TaxTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Studio City, CA5 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...programs equip you with the education, skill-building... ..., maintaining a strong referral network, and... ...contractors3 for income tax purposes, and a... ..., a national criminal background check is required. Should...TaxFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Woodland Hills, CA2 days ago$50k
...Join a financial services firm where your contributions... ...come first. With over 9 million... ...20,000 financial advisors across the U.S. and... ...and professional backgrounds. We value an inclusive... ...plan, and tax-advantaged accounts... ...financial advisor? Strong communications skills...TaxWork at officeWork from homeHome officeFlexible hoursEdward Jones
Los Angeles, CA3 days ago$45k - $100k
...crossroads, a career as a financial advisor may be the right... ...Financial advisors partner with clients to help them... ...and professional backgrounds. We value an inclusive... ...bachelor's degree is strongly preferred or equivalent... ...retirement plan, and tax-advantaged accounts: health...TaxTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Los Angeles, CA3 days ago- ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in... ...sponsor relationships, in tax exempt markets and retail... ...Representative with experience working defined... ...following skills: Strong understanding of the defined...Tax
Voya Financial Advisors Inc
Los Angeles, CA7 hours ago $28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I The following laws or regulations restrict... ...the hiring of individuals with certain specified criminal... ...submit to the required SAFE Act background check and registration... ...solutions. Success creating strong peer relationships through...Hourly payWork at officeImmediate startMonday to FridayShift workDay shiftBank of America
West Hollywood, CA4 days ago- ...PRIMARY PURPOSE: The Financial Aid Counselor... ...obligations. Works closely with other departments to identify... ...security numbers, tax data in compliance with... ...families regardless of background with confidentiality and... ...communication skills ~ Strong technology proficiency...TaxAfternoon shift
Otis College of Art and Design
Los Angeles, CA10 hours ago $50k - $150k
...Financial Advisor As a Financial Advisor at True Path Financial, you'll... ...build lasting relationships with clients, guiding them through... ...annuities, retirement plans, and tax planning strategies. Stay... ...clients. Build and maintain strong relationships with clients...TaxFull timeContract workWork experience placementRelocationTrue Path Financial
Los Angeles, CA9 hours ago$50k - $150k
...As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions... ...respected industry leader built on strong ethical values • Innovative tools and... ...insurance, annuities, retirement plans, and tax planning strategies. • Stay updated...TaxFull timeContract workWork experience placementRelocationFlexible hoursTrue Path Financial
Los Angeles, CA5 days ago$260k - $310k
...United States-is seeking an associate with 3- 4 years of experience to join our... ...municipal bonds, notes and other obligations, tax exempt or taxable, of every type... ...bankruptcies and work-outs. A strong transactional background and experience in public finance...TaxTemporary workWork at officeLocal areaFlexible hoursOrrick Herrington & Suttcliffe
Los Angeles, CA2 days ago$69.8k - $132k
...hospitality accounting and financial operations business... ...rapidly growing practice with experienced professionals of diverse backgrounds? If so, RSM's Accounting... ..., evolving tax regulations and the acceleration... ...communication skills Strong internal control skills...TaxWork experience placementInternshipLocal areaFlexible hoursRSM
Los Angeles, CA2 days ago- ...Director, Private Wealth Advisor About the Company... ...a client base, with a focus on external networking... ...comprehensive financial, estate, tax, and retirement planning... ...industry, with a strong emphasis on client acquisition... ...financial advice. A background in investment...Tax
$70k - $135k
...THE FIRM At LMW Financial, we offer a refreshing departure from the traditional LA tax world. We are a boutique tax and... ...a positive, people-person with a love for tax, we'd love to... ...pursue either preferred ~ A strong bookkeeping background preferred ~ US work...TaxWork at officeRemote workMonday to FridayViaggio Partners
Los Angeles, CA4 days ago$225k - $365k
...attorneys seeking sophisticated work, strong deal flow, and career... ...The firm is hiring associates with 1–5 years of experience representing... ...transactions. Ideal Background Candidates should have experience... ...HSA and FSA options Pre-tax commuter benefits Firm-paid...TaxFull timeTemporary workDirect Counsel
Los Angeles, CAmore than 2 months ago$115k - $140k
...Senior Financial Planner Although we value experience... ...to surround ourselves with good people that share... ...Planning and Wealth Advisors, you will develop detailed... ..., estate reviews, and tax strategies for clients... ...university, with a strong background in accounting, finance...TaxPermanent employmentVisa sponsorshipFree visaFlexible hoursKayne Anderson Capital Advisors
Los Angeles, CA6 hours ago$215k - $235k
...Stinson LLP is seeking a highly motivated tax associate attorney with five or more years of transactional tax experience and a strong interest in community development... ...and benefits package. We conduct criminal background checks on all individuals offered employment...TaxTemporary workWork at officeStinson's
Los Angeles, CA3 days ago$100k - $120k
...Century Group is partnering with a client that is seeking a Finance Operations Associate... ...due diligence materials Track audit and tax engagement fees, review invoices from CPA... ...and manage tasks with minimal oversight Strong organizational skills and the ability to handle...TaxCentury Group
Los Angeles, CA5 days ago$76k - $125.3k
...shape your future with confidence. We... ...the global financial services marketplace... ...technically demanding tax planning and compliance... ...into a trusted advisor role to client.... ...diverse range of backgrounds A thorough understanding... ...your work load Strong analytical skills...TaxWork experience placementSummer holidayLocal areaFlexible hoursEY
Los Angeles, CA10 hours ago$77k - $202k
...consulting services related to financial management and strategy. These... ...(e.g. refer to specific PwC tax and audit guidance), the Firm'... ...technology. You will collaborate with cross-functional stakeholders,... ...team members, and build strong client relationships while developing...TaxFull timeH1bPwC
Los Angeles, CA5 days ago- ...Wealth Advisor We are seeking an experienced and results-driven... ...Develop and maintain strong relationships with clients, providing personalized... ...Conduct comprehensive financial assessments to identify opportunities... ...on wealth planning, tax planning, and estate planning...Tax
ImpactSearch Partners
Encino, CA3 days ago $80k - $125k
...MidFirst Bank is a full service bank with a vision of unparalleled... ...include spreading financial statements, loan portfolio management... ...Analyzes corporate financials (tax returns, CPA Reviewed Financials... ...corporate financial statements Strong problem solving and critical...TaxMidFirst Bank
Los Angeles, CA5 days ago- As a wealth advisor you will work directly with the wealth management team to create comprehensive... ...include a coordinated financial strategy that aligns with... ...listener, have a strong team mentality and be driven... ...with fee-based consulting, tax, mutual funds, money manager...Tax
Mariner
Los Angeles, CA3 days ago - ...Financial Solutions Advisor Registration Candidate - Culver Center Financial Center... ..., California To proceed with your application, you must... ...individuals bring from all backgrounds and career paths - whether... ...solutions. Success creating strong peer relationships through...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Culver City, CA9 hours ago - ...client is seeking a dedicated Financial Counselor to manage financial... ...role involves coordinating with case management, securing necessary... .../admissions setting. Strong proficiency in patient accounting... ...a successful completion of a background check may be required as a...Temporary workWork at officeLocal areaShift work
Medix
Van Nuys, CA3 days ago - ...Senior Financial Advisor We are seeking an ambitious, driven, detail-oriented... ...candidate will work closely with our Wealth Advisors and... ...moral and ethical standards Strong compliance record Experience... ..., business planning, tax & estate planning. You'll...TaxWork at officeLocal area
MRINetwork
Encino, CA6 hours ago - ...Financial Solutions Advisor- West Hills Market Sun Valley, California;Simi Valley... ..., California To proceed with your application, you must... ...individuals bring from all backgrounds and career paths - whether... ...to. Builds and nurtures strong relationships. Collaborates...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Tarzana, CA3 days ago $23 - $26 per hour
...Financial Aid Advisor Van Nuys - Van Nuys, CA 91411 Overview Salary Range $23.00 - $26.00... ...performing a variety of duties associated with the awarding, disbursing and returning... .... Demonstrated skills in modeling a strong customer service orientation. Demonstrated...Hourly payFull timeTemporary workWork at officeFlexible hoursShift workSuccess Education Colleges
Van Nuys, CA7 hours ago- ...Financial Solutions Advisor- Beverly West Market Los Angeles, California;Santa... ..., California To proceed with your application, you must... ...individuals bring from all backgrounds and career paths - whether... ...to. Builds and nurtures strong relationships. Collaborates...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Los Angeles, CA3 days ago - ...Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients... ...who come from varying backgrounds and experiences to build rewarding... ...accomplished communicator with strong and written skills Prior...Work experience placementWork at office
Northwestern Mutual
Los Angeles, CA2 days ago - ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...Tucson, Arizona To proceed with your application, you must... ...represents an array of different backgrounds and bring their unique... ...a transportable practice, a strong performance in a team like environment...Work at officeShift workDay shift
Bank of America
Los Angeles, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor with Strong Tax Background. Be the first to apply!
