Financial Advisor with Strong Tax Background
LMW Financial LLC
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Free food & snacks
- Health insurance
- Paid time off
- Competitive Compensation
- Health Insurance
- Life Insurance
- Vision Insurance
- Matching 401K
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
- Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals
Deliver a full range of tax services for individuals, corporations, partnerships, trusts, etc..
- 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
Vacancy posted 18 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor with Strong Tax Background in Los Angeles, CA vacancy
$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
Santa Monica, 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, CA4 days ago- ...firm founded in 2013. With $50B+ in AUM and 80+ offices... ...destination for advisors transitioning from wire... ...Vice President, Financial Advisor to join their... ...estate coordination, tax strategy, financial planning... .... Advisory Expertise Strong background in holistic wealth management...Tax
- Evaluate clients' financial needs and goals to recommend appropriate... ...personalized insurance plans that align with clients' long-term financial... ...Establish and maintain strong relationships with clients,... ...Degree (preferred) Military background Prior insurance or financial...Suggested
$92.22k - $106.1k
...all aspects of your life with your career. At... ...vision for our Workday Financials Practice. You will be responsible... ..., etc.Consulting background or experience working for... ...in a client-facing role.Strong analytical and problem-... ...entities provide tax, advisory, and business...TaxFull timeContract workLocal areaFlexible hours$69.8k - $132k
...hospitality accounting and financial operations business... ...rapidly growing practice with experienced professionals of diverse backgrounds?If so, RSM's Accounting... ...pronouncements, evolving tax regulations and the acceleration... ...groups, including strong presentation,...TaxFull timeWork experience placementInternshipLocal areaFlexible hours- ...Job Description Job Description Tax Manager for CPA firm Must have strong accounting/bookkeeping... .... Attention to detail and along with time budget awareness Minimum requirement... ...self-starting team member who has the background and skills relating to all business...Tax
Muffoletto & Company
Los Angeles, CA12 days ago - ...: Senior Wealth Advisor About the Opportunity... ...has partnered with a highly respected... ...of experience as a financial advisor at an RIA,... ...investments, and tax-efficient portfolio... ...designation strongly preferred, though... ...Ability to pass a full background check, credit check...TaxRelocation package
Harrison Gray Search and Consulting LLC
Los Angeles, CA1 day ago $5,083 - $5,429 per month
...and midcareer students. With more than $34 million... ...Director, Extended Learning Financial Aid Services, the... ...based on these data. Strong computer skills are... ...requirements, an understanding of tax forms, various... ...designated by the CSU. A background check (including a...TaxFull timePart timeInterim roleH1bWork at officeRemote workWork visaMonday to FridayAfternoon shiftCalifornia State University
Los Angeles, CA18 hours 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...TaxTemporary workDirect Counsel
Santa Monica, CA5 days ago- ...involves reviewing NAV packages, GAAP financial statements, and working closely with external administrators and... ...The ideal candidate will have a strong background in alternative investment structures... ...including investment operations, tax, investor relations, and...Tax
- ...retirement readiness, Voya Financial is committed to... ...Balance Program Association with an organization that... ...available. Voya Financial Advisors®, Inc., a leading... ...sponsor relationships, in tax exempt markets and retail... ...the following skills: Strong understanding of the...TaxLocal area
- About the job Financial Services Advisor Job Title: Location: Los Angeles, CA (Hybrid... ..., insurance strategies, tax-efficient solutions, and long... ...career. What You'll Do Work with clients to assess financial... ...potential Qualifications Strong communication and interpersonal...TaxFull timePart timeRemote workFlexible hours
$100k
About Trajan Wealth With over $3 billion in assets... ...Registered Investment Advisor firms in the country.... ...through Trajan Estate, and tax strategy through Trajan... ...components of a client's financial life. We bring them... ...a market, establish a strong local presence, and scale...TaxTemporary workWork at officeLocal area$120k - $300k
...a seeking Wealth Advisor to join our Private... ...portfolios, as well as financial services including... ...management, tax, and insurance services... ...and will liaise with all internal teams... ...team player with strong leadership skills... ...Successful completion of background check and pre-...TaxFull timeLocal areaRemote work$75k - $90k
...headquartered in Santa Monica, with offices in Washington,... ...by connecting human, financial, and educational... ...influencers from different backgrounds and competing... ...requests (e.g., W-9s, tax and charitable-status documentation... ...advanced formulas) and strong overall Microsoft 365...TaxFull timeContract workTemporary workCasual workWork at officeRemote workVisa sponsorshipFlexible hours3 days per week- ...on complex structured financial transactions for energy... ...renewable project finance, tax credit monetization,... ...transactions. This role requires strong business acumen, client... ...lenders Collaborate with internal tax... ...business relationships Background in banking or financial...TaxPermanent employment
$15 - $17 per hour
The Financial Services Representative (FSR) is responsible for... ...-due accounts, preparing tax returns, and working directly with customers to meet... ...Total earnings increase with strong individual and branch performance... ...data entry Preferred Backgrounds: Experience in banking,...TaxHourly payWork at officeLocal areaShift work$70k - $135k
THE FIRM At LMW Financial, we offer a refreshing departure from the traditional LA tax world. We are a boutique tax and accounting... ...a positive, people-person with a love for tax, we’d love... ...pursue either preferred A strong bookkeeping background preferred US work...TaxWork at officeRemote workMonday to Friday$127.2k - $246.9k
...career, KPMG provides audit, tax and advisory services for organizations... ...and supports our communities. With qualities like those, it's no... ...seeking a Manager, Personnel Background Investigations to join our... ...industry groups to maintain a strong collaborative networkAct with...TaxH1bWork at officeLocal area$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 timeH1b- Senior Financial Planner page is loaded## Senior... ...ourselves with good people that share... ...the firm's Wealth Advisors to help design personalized... ...reviews, and tax analyses primarily... ...will possess strong analytical skills,... ...university, with a strong background in accounting,...TaxPermanent employmentVisa sponsorshipFree visaFlexible hours
- ...advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people,... ..., organic growth.Our advisors average $250M in AUM... ...protect legacy and align financial decisions with life goals... ...‑touch experience with strong follow‑through.This...TaxFull timeShift work
$28.85 - $33.65 per hour
...hiring of individuals with certain specified criminal... ...purpose to help make financial lives better through... ...bring from all backgrounds and career paths - whether... ...a Financial Solutions Advisor Stage I (FSA I), your... ...solutions.Success creating strong peer relationships...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...hiring of individuals with certain specified criminal... ...purpose to help make financial lives better through... ...a Financial Solutions Advisor Stage I (FSA I), your... ...the required SAFE Act background check and registration... ...solutions.Success creating strong peer relationships...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$121.44k - $154.84k
As a Financial Due Diligence Senior Associate, you’ll focus... ...dynamic organizations with experienced... ...transaction advisory services.Strong current knowledge in US... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA... ...offerings, including tax and advisory services....TaxWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$100k - $150k
...Position Title: Wealth Advisor This role is a great... ...existing relationships with insurance producers to... ...client acquisition and a strong foundation in wealth... ...navigating the complexities of financial planning. This position... ..., investments, and tax strategy ~ Proven...TaxPrivate practiceBoutique Recruiting
Pasadena, CA2 days ago$99k - $232k
...clients optimise and align financial planning, consolidation... ...client expectations. With your growing knowledge... ...refer to specific PwC tax and audit guidance), the... ...and serve as a trusted advisor across finance... ...executive decision-making Strong client relationship management...TaxFull timeH1b- Managing the financial intricacies of a diverse real estate... ...direct involvement with a privately held platform... ...professionals with a background in public accounting and... ...Maintain compliance with tax regulations and assist... ...management clients. Strong understanding of fund accounting...Tax
$100k - $145k
...first point of contact for a number of the team's clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client's current...TaxTemporary workEurevion Danışmanlık A.Ş.
Los Angeles, CA5 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!
Related searches
- financial advisor training program Los Angeles, CA
- financial planning assistant Los Angeles, CA
- entry level financial advisor Los Angeles, CA
- estate planning consultant Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- financial advisor development program Los Angeles, CA
- oracle financial functional consultant Los Angeles, CA
- patient financial counselor Los Angeles, CA
- financial advisor part time Los Angeles, CA
- wealth advisor Los Angeles, CA