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As a Financial Planning Assistant, you will support Financial Advisors by preparing for meetings, managing client communications, handling business flow, and marketing insurance services. The role allows for growth within the practice and potential career advancement to Financial Advisor with the proper licensing.

The Senior Tax Planning Specialist will analyze tax liability, prepare tax projections, and file tax returns. Collaborate with financial advisors to develop strategies for minimizing client taxes while managing a client base and ensuring compliance with tax regulations.

The Senior Tax Specialist assists clients with tax strategies to minimize future tax liabilities. Responsibilities include analyzing tax situations, preparing projections and returns, delivering presentations, marketing tax plans, collaborating with financial advisors, and complying with industry regulations. The role requires strong communication skills and the ability to manage multiple clients.