Find & Apply For Tax Preparer Jobs in Cedarhurst, New York

Associate Financial Advisor/Tax Preparer at Westco Financial Group Associate Financial Advisor/Tax Preparer at Westco Financial Group in Cedarhurst, New York Posted in 9 days ago.

Type:

full-time Company Description Westco Financial Group is a Comprehensive Wealth Management firm based in Lynbrook, NY, comprised of four companies specializing in different financial sectors. Westco offers custom investment plans, financial planning, income tax planning, and access to the general securities market. Role Description This is a full-time on-site role for an Associate Financial Advisor/Tax Preparer.

Assist senior team with:

Preparation of client work, client meetings, investment research, financial planning and insurance, business development, independent/financial advisor recruiting, tax preparation. Salary, bonus, commission on licenses sales, full medical and retirement plan offered Qualifications Looking for a self-motivated, self-directed, entrepreneurial person Income Tax preparation experience a plus, ready to train Strong computer skills in word, excel, power point, publisher, outlook Strong communication and organizational skills, ability to interpret large amounts of data and multi-task, strong analytical and critical thinking skills, teamwork skills and ability to make decisions Prior related internship or work experience is preferred Bachelor's degree, MBA/MS degree or in progress, securities license or ability to obtain within first 90 days Industry Financial Services Employment Type Full-time