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Financial Advisor with Strong Tax Background

LMW Financial LLC

Studio City, CA

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JOB DETAILS
SKILLS
Accounting, Communication Skills, Corporate Tax, Data Collection, Dental Insurance, Finance, Financial Planning, Financial Services, Forecasting, Functional Configuration Audit (FCA), Health Insurance, Industry/Trade Analysis, Life Insurance, Market Analysis, Market Trend Analysis, Needs Assessment, Negotiation Skills, Nonprofit, People Management, Presentation/Verbal Skills, Strategic Planning, Tax Returns, Vision Plan
LOCATION
Studio City, CA
POSTED
30+ days ago
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 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 the Company

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LMW Financial LLC