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Advisor / Tax Preparer
 

This is a full-time, on-site role for an Investment Advisor/Tax Preparer for a small advisory service based in Duncansville, PA. The responsibilities include providing personalized investment advice, developing and implementing effective financial and investment strategies, and preparing income tax returns for individuals and businesses. The role also involves collaboration with clients to address their financial planning needs, manage investment portfolios, and optimize tax outcomes.
 

Qualifications
 

  • Proficient in Financial Planning and providing tailored client financial solutions
  • Sound knowledge of Investments and Investment Strategies
  • Strong understanding of Finance and portfolio management
  • Exceptional Customer Service skills with the ability to build and maintain client relationships
  • Detail-oriented, analytical, and organized approach to financial tasks
  • Bachelor's degree in Finance, Accounting, or a similar field preferred
  • Certifications such as CFP, CPA, or CFA are advantageous
  • Experience in income tax preparation is highly desirable