Alt Tax & Financial Services Inc · 15 hours ago
Tax Professional
Alt Tax & Financial Services is a tax preparation and financial services company based out of Janesville, Wisconsin. The Tax Professional will be responsible for providing financial planning, finance, retirement planning, investment advice, and financial advisory services to clients.
Responsibilities
Providing financial planning
Finance
Retirement planning
Investment advice
Financial advisory services to clients
Qualification
Required
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Detail-oriented and organized
Preferred
Certified Financial Planner (CFP) designation is a plus
Company
Alt Tax & Financial Services Inc
Alt Tax & Financial Services is a financial services company based out of 1101 Joliet St, Janesville, Wisconsin, United States.
Funding
Current Stage
Early StageCompany data provided by crunchbase