11595 North Meridian Street
We are currently recruiting for Financial Advisor Trainee and Tax Intern for 2021.
As well, we are always eager to learn about qualified potential team members.
We are growing and look forward to adding more team members in the future.
If you are interested in any of the below positions, please email your resume to firstname.lastname@example.org
We are looking for an accounting and tax professional with a minimum of two years experience join our team. This position is full-time.
If you have two to five tax seasons of preparation experience, are committed to excellence, have a passion for client services, are organized, highly detail-oriented, and are a good communicator, we would like to meet you. Qualifications
· Two-five tax seasons experience with tax preparation
· Detail and deadline-oriented
· Strong analytical and problem solving skills
· Excellent written and verbal skills.
· Positive can-do attitude.
· Proactive and analytical.
· Thrive in a fast paced environment.
· Proficient in QuickBooks
· Have book keeping experience
· Candidate with a CPA or EA designation is a plus
· Prepare complex tax returns - Individual, LLC, corporate and /or partnership
· Review Tax returns - individual, corporate and/or partnership
· Review previous years’ returns
· Review/respond to tax notices
· Both federal and state returns
· Knowledge of Drake tax software is a plus
· Medical, Dental, Vision, 401k, PTO, gym onsite.
· The week off between Christmas and New Years.
· No travel required.
· Closed weekends (except during tax season) and major holidays.
Position requires strong presentation skills, professional attire and the ability to resolve issues effectively. Proficient use of industry-normal software (CRM, MS Office, Drake). Candidate must be familiar with standard concepts, practices, terminology and procedures within accounting services industry.
Position reports to the President & VP.
This person will be required to gather, interpret, process and coordinate financial and investment data in order to assist in developing new client relationships and continue servicing established relationships.
Various daily activities include setting up new investment accounts, running analysis reports, preparing and processing paperwork for client accounts, analyzing current accounts, trading investment accounts, data gathering, financial planning data management, communicating with wholesalers on behalf of clients, developing new business opportunities, and assisting with education programs.
Additionally, this position’s responsibilities include participating in, coordinating , keeping records for, and implementing the changes to the CRS investment models as recommended by the CRS investment committee.
This position provides long-term in-depth hands on training, development and foundational knowledge for career development as an advisor. Weekly lunch and learns provide additional on-going product knowledge.
Compensation on a salary basis, and bonus eligible.
◦ Prefer someone with a minimum of two-years experience with investments, qualified retirement plans, long term care, and/or life insurance.
◦ Prefer Bachelor's degree in business, finance, financial planning, economics or accounting.
◦ Prefer candidate who has FINRA registrations. (6 or 7; 63, 65 or 66); must be willing to obtain.
◦ Indiana Life & Health registration must be obtained prior to application.
◦ Excellent verbal, organizational and communication skills required.
Position requires strong presentation skills, professional attire, and the ability to resolve issues effectively. Proficient use of industry-normal software (CRM, MS Office, etc.). Candidate must be familiar with standard concepts, practices, terminology and procedures within financial services industry.
The ideal candidate would possess knowledge of book keeping principles and concepts. Candidate would also have a degree concentration in business, management, accounting or similar.
This candidate would assist our EA and tax staff internally with tax bookings, data input, organization tax organizer mailings, client communication and client document prep.
Duties will vary based upon the volume of engagements throughout tax season. Internal staff would guide in duties such as evaluating tax documents, learning to communicate with clients, verifying information from clients, gathering tax and book keeping documents to keep data updated, current and orderly.
A candidate would not be assumed to have the knowledge of our processes, software or execution methods. Each candidate would be guided through the process.
The types of preparation we execute are individual returns, partnerships, S-corps, C-corps, Single member LLC's, and as needed Schedules C, D, E, F and K.
Responsibilities of this candidate would vary daily, and could include, but not be limited to:
*Filling out tax documents
*Updating CRM with relevant client information
*Mailing/Emailing/Portal forms and documents to clients
*Communicate with clients on the phone
*Collecting business and book keeping documents
*Scanning and organizing client documents in online portal
*Assist in developing book keeping procedures
*Participate in daily development meetings
The ideal candidate would work side-by-side with our internal team, would job shadow, would learn internal programs to support the team with gathering, processing and coordinating financial data and documents.
Candidate would have excellent verbal and written communication skills and professional dress attire. This position provides in-depth hands-on training, development and foundational knowledge about developing in a career as an independent advisor, affiliated with a broker-dealer.
Various daily activities include generating client report documents, updating CRM data, preparing documents, keeping records, completing projects pertinent to data accumulation and portal document organization as well as assigned projects.
Ideal candidate would be enrolled in a business, finance, financial planning, economics or accounting program.
CFP certification course enrollment or completion is a bonus.
Prior internship experience in financial services is a bonus.
Michael D. Fields, CFP® began his financial services career in 1993 upon graduation from college. After experiencing several years as an advisor, manager and trainer he decided to hone his personal passion to create an environment for advisers to grow, optimize and monetize their practice. It is a personal passion to bring to the table all of the resources he can find to allow advisers to spend more time developing and consulting with their investors and less time with the day-to-day business processes.
Our team concept at Comprehensive Retirement Solutions supports internal clients, external clients, affiliated advisors and CRS Tax Solutions. We support these arms of the company by providing research, resources, expanded folio of products, a fully functional office in Carmel, IN, support team, marketing support, annual marketing strategic planning, online technical support for sales and service, access to programs for education and development, wealth management resources, as well as sales and support.
For new graduates or individuals who entered the industry with very little to no training, we strive to serve as a training ground for how to be the best advocate for clients. We provide a structured, four tiered training program that allows aspiring advisors the opportunity to learn how to be a properly licensed, informed and educated. The speed someone progresses through our program is based upon their devotion to each phase and dedication to acquiring the necessary licensing and internal check-list completion. We want to grow excited aspiring financial advisors to carry-on the tradition of thorough, thoughtful advising. If you are interested in applying for our training program or internships, please reach out to Tifney Fields, MA, VP of Communication at Comprehensive Retirement Solutions and CRS Tax Solutions.For advisors looking to grow their book of business, as well as assets under management, we encourage you to consider our OSJ. You will be provided with a diverse portfolio of products and services and be backed by a Broker Dealer with commitment to your personal and professional development. Advisors please feel welcome to reach out to Michael D. Fields, CFP®, EA, Principle of Comprehensive Retirement Solutions.
For Accountants, Tax Preparers, CPA®'s, and EA's we are a fast growing tax practice aspiring to develop a structured internal team focused on book keeping, tax preparation, tax planning and compliance. We have an established lead program that provides consistent growth. We would welcome your interest in joining our team. Interested parties can send a resume for a permanent or intern position to Tifney Fields, MA for consideration.
Thank you for your interest in joining our team!