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Financial Analyst
College, Tax and Retirement Strategies, LLC
Details

Posted: 08-May-26

Location: 3110 Spring Glen Rd Jacksonville, FL,32207

Type: Full Time

Salary: $106,184 per year

Categories:

Finance

Required Education:

Bachelors Degree
 
This position is responsible for analyzing financial data to support budgeting, forecasting, and preparation of routine financial reports. The Financial Analyst prepares financial summaries and reports using Excel, QuickBooks, ProSeries, and other analytical tools; conducts variance analysis comparing actual results to budgets and prior periods; assists in preparing financial documentation and schedules used for tax reporting of non-resident clients; reviews financial statements and client-submitted documents, including materials in Russian and Ukrainian, and prepares accurate English summaries for internal use; and performs basic financial modeling and cost analysis to evaluate business performance.
 

  • Bachelor’s degree in finance, economics, or a related field, plus 24 months of experience as a financial analyst or in a related occupation.
  • Alternative Requirement: Master’s degree in finance, economics, or a related field.
  • Special Requirements
  • Experience with Excel, QuickBooks, and ProSeries. Ability to review Russian/Ukrainian documents.

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About College, Tax and Retirement Strategies, LLC
College,Tax and Retirement Strategies, LLC provides professional tax preparation, bookkeeping, accounting, and business services in Jacksonville, Florida. The company assists business clients with tax filings for partnerships, C corporations, S corporations, and other business entities. The company also prepares individual tax returns, including returns for nonresident clients, and provides tax filing support for nonprofit organizations and gift tax returns. Additional services include bookkeeping, incorporation services, ITIN/W-7 application support, IRS representation, and financial documentation support. The company assists with tax filings for all 50 states and focuses on accuracy, professionalism, personalized client service, and reliable financial solutions for individuals and businesses.
Connections working at College, Tax and Retirement Strategies, LLC
https://careers.icpas.org/jobs/22262293/financial-analyst
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