Senior Personal Finance Advisor
Virtual Vocations Inc
Experienced personal finance professionals will find a full-time opportunity as a Senior Personal Finance & Tax Expert, focusing on AI training for real-world financial topics and scenarios, supporting individuals and households remotely. Key responsibilities Preparing individual tax returns and providing personal tax planning and advice Advising clients on investments, asset allocation, and comprehensive financial planning Supporting clients with estate planning, debt management, and equity compensation matters Required qualifications Currently based in the United States At least 10 years of directly relevant professional experience Significant experience advising individuals or households in personal finance Ability to apply senior-level judgment and explain complex financial concepts clearly Relevant credentials such as CPA, EA, CFP, or equivalent experience
Vacancy posted 3 days ago
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