Strategic Partner CPA or Financial Planner

Posted 2024-10-18

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💎 Seniority level: Junior, 1+ years

📍 Location: United States

💸 Salary: 100000 - 200000 USD per year

🔍 Industry: Tax Mitigation

🏢 Company: Wilson Hand LLC

🗣️ Languages: English

⏳ Experience: 1+ years

🪄 Skills: LeadershipBusiness DevelopmentStrategyBusiness developmentStrategic ManagementCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Requirements:

Must have experience as a CPA/JD/LLM or in the Financial Planning Industry (1+ years).
Desirable to have a client list of current or past high-income individuals or business owners.

Responsibilities:

Play a vital role in the sourcing and sales of tax mitigation products and services.
Provide financial analysis, statement preparation, and ensure regulatory compliance.

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