What We Offer :
* Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
* Integrates advice/recommendations from other advisors both internal and external.
*Ensure close coordination across several different lines of business and support functions that are geographically dispersed.
* Prepare presentations that recommend various comprehensive and wholistic financial strategies.
*Minimum of three years in Auditing with demonstrated ability to manage client relationships.
*Bachelor’s degree or equivalent combination of education and experience required.
*401(k): 5 years (Required)
*Accounting Software: 5 years (Required)
If you meet Above Requirement, Contact us for career growth with NC TAX CPA.
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