Description
Golden Reserve is looking for an experienced tax professional to build and lead our internal tax support and preparation team across the country. This is a player-coach role that is 75% of time spent on tax support and preparation and 25% of time spent helping build out this new team and department – as the team grows, more time will be required for leadership and management.
Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire. In a short period of time, we have grown to 40+ offices covering 9 states and just getting started.
As part of our comprehensive retirement services – our clients receive tax planning direction regarding their qualified tax accounts, and preparation of their annual tax returns. This role will manage the tax preparation of annual returns, assist with ongoing real-time tax support, partake in event participation and the coordinate the development and expansion of this department.
Golden Reserve lead generation is driven by its nation-wide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), seminar workshops, digital and world-class client services.
We Provide
- Salary
o $125,000 - $150,000 salary, based on experience
- Ongoing Management Training & Support
- Generous PTO policy, Health & Dental, 401(k) & Life Insurance
We Require
- Certified Public Accountant
- Five (5)+ Years of tax preparation, accounting and tax planning experience
- Communication Excellence – managing and inspiring a team and our clients require a world class communicator internally and externally
- Management – you will be asked to lead a multi-location team to drive process while maintaining and managing a growth culture with constant change
- GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.
Learn more at www.goldenreserve.com
Skills Required
- Certified Public Accountant (CPA)
- Five (5)+ years of tax preparation, accounting, and tax planning experience
- Excellent communication skills for managing and inspiring team and clients
- Management experience leading multi-location teams and driving processes
- Grit: accountability, ownership, problem-solving, and toughness
What We Do
Golden Reserve is a financial services firm dedicated to helping retirees protect and grow their assets. Its mission is to combat a financial industry that has under-served and over-charged retirees for decades. Through its affiliated entities, the company provides a comprehensive suite of retirement planning services, including investment advisory, insurance products, tax planning, and estate planning, all designed to ensure a secure financial future for its clients.
