Supporting an AI training project, the full-time Personal Finance Tax Advisor will engage with real-world financial topics while advising individuals and households on various financial matters remotely. Key responsibilities Prepare individual tax returns and assist with personal tax planning and capital-gains matters Advise clients on investments, retirement accounts, and comprehensive financial planning Support clients with estate planning, student loans, and equity compensation strategies Required qualifications Currently based in the United States At least 2 years of directly relevant professional experience Experience advising or supporting individuals or households in personal finance Ability to apply sound judgment and explain financial concepts clearly
Personal Finance Tax Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.