Estate, Medicare, Tax (EMT) Team Lead - Financial Firm - Knoxville, TN
Estate, Medicare, Tax (EMT) Team Lead - Financial Firm - Knoxville, TN
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Salary Not Disclosed
1 Vacancy
Job Description
Blue Ridge Wealth Planners a rapidly growing and reputable Wealth Management Firm in Knoxville TN is expanding its services to include Estate Planning Medicare and Tax planning for its diverse client base. We focus on ensuring our clients receive personalized and comprehensive financial planning solutions.
We are looking for a detail-oriented and dependable Tax preparer to join our team. If you have prior experience preparing individual tax returns we want to hear from you!
- Proven experience in Tax preparation
- CPA certification is preferred
- Leadership and Managerial Experience.
- Efficiency: Able to manage tasks promptly and effectively.
- Proactivity: Anticipates needs and acts accordingly to manage responsibilities.
- Integrity: Upholds the highest ethical standards in all professional interactions.
- Curiosity: Eager to learn and adapt within the financial landscape.
- Oversee client service paperwork processes to ensure accuracy and efficiency.
- Perform detailed data entry tasks while maintaining data integrity.
- Engage in sales activities to promote our financial services.
- Prepare and file tax returns with precision and compliance.
- Develop and implement estate planning strategies in collaboration with clients.
- Guide clients through Medicare options ensuring they choose plans that best meet their needs.
- Conduct regular team meetings to review goals and provide training.
- Analyze financial data to create custom reports for clients.
- Stay informed about changes in tax laws and regulations to offer up-to-date advice.
- $52000 -$90000 (BOE & Certifications)
- Health Dental Vision employer covers 100% for the employee
- Generous PTO
- Paid major holidays (determined each year at companies discretion)
- 401(k) employer match up to 3%
- Monday- Thursday: 8:30 am 5:00 pm
- Friday: 8:30 am 3:00 pm
Employment Type
Full Time
