Benefits/Perks
- Competitive Compensation
- Health Insurance
- Life Insurance
- Vision Insurance
- Matching 401K
Job Summary
We are seeking aFinancial 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..
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
About Us
LMW Financial specializes in providing top notch accounting, bookkeeping and custom designed business management solutions to fit every client’s needs. LMW Financial is located in Encino, CA and their clientele ranges throughout Northern and Southern California and Nevada. Founded in 2014 by Lee Weinstein, MBT, LMW Financial is a young and thriving firm that offers a diverse selection of accounting and business management services.
Our Mission
Here at LMW Financial, our mission is to provide financial freedom and assurance to our clients. We take on our client's financial & tax burdens and manage them in a professional manner. Our financial advice has lead all of our clients to financial security, happiness and ease.