Accurately and efficiently review tax return forms, schedules and tax returns, primarily individual.
Follow-up on outstanding issues with in-office financial advisor contact or possibly, with clients directly.
Keep on top of outstanding tax returns not yet finalized.
Contact: John Kolko
Firm/Company: Trinity Financial Advisors, LLC
About the Company: Trinity Financial Advisors is a fee-only Financial Planning and Investment Management firm. We provide comprehensive wealth management services to guide our clients into their financial future. As part of this comprehensive service, we provide tax compliance services for a number of our clients.
Bachelor’s degree in accounting or finance required.
PTIN required and CPA preferred.
Must be current with tax laws and have recent experience in the field. 3+ years in individual tax preparation/review required.
Proficiency in using Microsoft Excel, Word, and Outlook required. Lacerte tax software knowledge preferred.
Organized and detail-oriented.
Ability to communicate by phone and email.
Enthusiasm, open-mindedness, and willingness to learn.
Additional Salary Information: open
About Trinity Financial Advisors, LLC
Our mission is to provide comprehensive wealth management services to guide you into your financial future.
Trinity Financial Advisors is a fee-only financial planning and investment management firm. We provide financial planning and investment management services on a fee-only basis that is not contingent on the purchase or sale of any financial product. Therefore, we maintain total objectivity and suggest the course of action that is best for you.
Our business philosophy is based on objectivity, fairness, full disclosure, confidentiality, integrity, honesty and professionalism. We measure investment performance against the proper benchmark and monitor and report performance on a semi-annual basis.
Through our comprehensive planning process, we get a precise view of your entire financial picture. Then, with all of the information at hand, we recommend a plan and investment strategy custom-tailored to your needs.
Our goal is to chart a path for our clients to attain their financial dreams.