Job Description

Unlock Your Potential as a Tax Planner & Preparer

Are you a meticulous tax professional yearning for a role where your expertise directly influences clients' financial well-being?

Do you envision leveraging your skills in a dynamic environment that not only values your contributions but also propels your career forward? At Elite Retirement Group, your aspirations meet opportunity.​

Why This Opportunity Stands Out:

• Immediate Impact: Step into a role with a built-in client base eager for your strategic tax guidance.​
• Growth Without Limits: Benefit from our aggressive, firm-sponsored marketing initiatives—radio, TV, digital platforms, and live events—that continuously expand your clientele, all at no personal cost.​
• Professional Advancement: Access company-sponsored education, including fully paid CPA training and certification, ensuring your growth aligns with your ambition.​

Your Role:

• Strategic Tax Planning: Analyze clients' financial landscapes to craft personalized strategies that minimize liabilities and enhance financial outcomes.​
• Seamless Tax Preparation: Prepare and review individual and business tax returns, ensuring compliance and accuracy.​
• Holistic Financial Integration: Collaborate with financial advisors to weave tax planning into comprehensive financial strategies.​
• Accounting Leadership: Oversee the firm's accounting and bookkeeping functions, ensuring precision and compliance.​

What Sets You Apart:

• Educational Foundation: Associate's degree in Accounting or Licensed Enrolled Agent (EA) required; a Bachelor's degree or CPA license is a plus.​
• Proven Expertise: Minimum of 3 years in tax planning and preparation, preferably within a financial advisory or CPA firm.​
• Client-Centric Approach: Demonstrated ability to manage and grow client relationships; an existing book of business is advantageous but not mandatory.​
• Technical Proficiency: Skilled in tax preparation software (e.g., Intuit ProSeries, Lacerte, Drake) and accounting tools like QuickBooks.​

Compensation and Benefits:

• Competitive Salary: Reflective of experience, complemented by significant revenue-sharing opportunities.​
• Comprehensive Benefits: Health insurance, short-term and long-term disability, subscription-based primary care provider, and a 401(k) with company match.​
• Client Acquisition Support: Enjoy robust growth in your client base and personal income potential through firm-sponsored marketing and client acquisition initiatives.​

About Elite Retirement Group:

Elite Retirement Group is a premier financial services firm dedicated to empowering clients with comprehensive and innovative financial solutions designed to optimize their retirement and overall financial health.

We foster a collaborative and inclusive work environment that emphasizes excellence, integrity, and professional growth. Our team of dedicated professionals works closely with clients to tailor personalized financial plans, focusing on tax optimization, wealth management, and retirement planning.

Elite Retirement Group actively engages in robust, multi-channel marketing initiatives, including radio, TV, digital marketing, and live events, ensuring continuous client growth and extensive visibility.​

Seize This Opportunity:

Elevate your career by joining a firm that not only recognizes your potential but also provides the platform to amplify it.

If you're ready to make a significant impact and grow alongside a team of dedicated professionals, apply now to embark on this rewarding journey.

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