Director Ria Firm Jobs Near Me

Description:

Golden Reserve is looking for an experienced and personable Certified Public Accountant to help build and lead our internal tax support and preparation team across the country. This is a player-coach role that is 75% of time spent on tax support and preparation and 25% of time spent helping build out this new team and department – as the team grows, more time will be required for leadership and management.

Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire. In a short period of time, we have grown to 40+ offices covering 9 states and just getting started.

As part of our comprehensive retirement services – our clients receive tax planning direction regarding their qualified tax accounts, and preparation of their annual tax returns. This role will manage the tax preparation of annual returns, assist with ongoing real-time tax support, partake in event participation and the coordinate the development and expansion of this department.

Golden Reserve lead generation is driven by its nation-wide radio and television show ( https://www.youtube.com/@fireyourfinancialadvisor ), seminar workshops, digital and world-class client services.

• $125,000 - $175,000 salary, based on experience
• Ongoing Management Training & Support
• Generous PTO policy, Health & Dental, 401(k) & Life Insurance

• Certified Public Accountant
• Five (5)+ Years of tax preparation, accounting and tax planning experience
• Proficiency with tax preparation software (Drake, UltraTax, or similar)
• Communication Excellence – managing and inspiring a team and our clients require a world class communicator internally and externally
• Management – you will be asked to lead a multi-location team to drive process while maintaining and managing a growth culture with constant change
• GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness

• Prepare and file federal, state, and local tax returns for individuals
• Review financial records, income statements, and documentation to ensure accuracy
• Identify tax credits, deductions, and strategies that benefit clients
• Communicate clearly with clients to gather necessary information and explain outcomes
• Stay current on changes to tax laws and regulations
• Maintain organized and confidential client records
• Lead a team of Tax Preparers and help to build internal policies and procedures

This role is full-time in-office in Dublin, Ohio. Learn more at www.goldenreserve.com