Job Details

REMOTE Tax Specialist (Part-Time, Wealth Advisory, EA Required)

We are seeking a part-time, remote Consulting Wealth Advisor with a focus in Tax. This role requires an individual who is an Enrolled Agent (EA) and possesses an in-depth understanding of financial planning, wealth planning,tax planning, Roth conversions, charitable donations, rental properties, business planning, and real estate tax. The ideal candidate will have a minimum of 5 years of experience in the field and will be passionate about helping our clients navigate their financial journeys. This is a remote position offering flexibility and the opportunity to work with a diverse range of clients.

Why join us?

• Part-time 10-20 hours a week
• Remote
• Seasonal through April

Job Details

Responsibilities:

• Provide comprehensive financial planning and wealth advisory services to clients, focusing on the mortgage industry.
• Assist clients in strategizing and implementing tax planning, including Roth conversions, charitable donations, and real estate tax considerations.
• Manage and advise on rental properties and business planning, ensuring the optimal financial outcome for clients.
• Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored advice.
• Stay up-to-date on industry trends, regulations, and market changes to provide the most accurate and beneficial advice to clients.
• Collaborate with other team members to ensure a high level of service is maintained and clients' needs are met in a timely manner.
• Conduct regular reviews with clients to assess their financial situations and make necessary adjustments to their plans.

Qualifications:

• Must hold an active Enrolled Agent (EA) certification.
• Minimum of 5 years of experience in financial planning, wealth planning, tax planning, or a related field.
• Proven experience in handling Roth conversions, charitable donations, rental properties, business planning, and real estate tax.
• Strong understanding of the mortgage industry and its financial implications.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Detail-oriented with strong analytical skills and the ability to make sound financial recommendations.
• Ability to work independently in a remote setting, demonstrating strong self-management and organizational skills.
• Up-to-date knowledge of financial regulations, market trends, and industry best practices.
• Proficient in financial planning software and other relevant technology.
• Bachelor's degree in Finance, Business, or a related field is preferred.

Join our team and be a part of a dynamic, forward-thinking company that values its employees and is committed to helping clients achieve financial success. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy