Tax Prep and Planning Associate

Job Overview:

We are seeking a detail-oriented, highly skilled individual to join our team as a Financial Paraplanner. As a Paraplanner, you will provide support to our financial planners and assist with various financial tasks. This is an excellent opportunity for someone who is passionate about finance and wants to gain hands-on experience in the field. Seasonally help with tax return preparation.

Duties:

• Conduct research on financial topics and provide analysis and recommendations
• Assist with sales data analysis and reporting
• Manage customer relationships and address any financial inquiries or concerns
• Support asset management activities, including tracking and monitoring investments
• Assist in developing financial concepts and strategies
• Support cash management activities, including forecasting and monitoring cash flows
• Perform mathematical calculations accurately.

Experience:

• Minimum 2 years experience in a finance-related role is required
• Bachelor's degree in a business related field
• Strong analytical skills with the ability to conduct research and provide insights
• Knowledge of financial concepts and principles
• Proficiency in using financial software and tools
• Intermediate to Advanced spreadsheet skills
• Excellent attention to detail and accuracy in data entry and analysis
• Strong communication skills to effectively interact with internal teams and external stakeholders If you are looking to kick-start your career in finance, we encourage you to apply for this exciting opportunity.

Note:

All positions at our company are paid, including internship positions.

Job Type:

Full-time Pay:

$45,000.00

• $75,000.

00 per year

Benefits:

401(k) 401(k) matching Paid time off Professional development assistance Retirement plan

Education:

Associate (Preferred)

Location:

Cookeville, TN 38501 (Required) Ability to

Relocate:

Cookeville, TN 38501: Relocate before starting work (Required)

Work Location:

In person