We are always on the lookout for exceptional talent. If you seek to join our team, please submit your cover letter and resume. We will review your qualifications and objectives with current openings to see if we are the right fit for your career.
Senior Client Service Associate
Assist in all client service matters; complete new account transfers and set up, client meeting preparation and trade executions; prepare tax returns and tax projections; and complete research projects. Requires a Bachelor’s degree in Accounting, Finance or closely related field, a certificate/license to practice public accounting in Michigan, and two years of experience as an Accountant, Tax Preparer or closely related occupation. Also requires two years of experience with Ultratax software, Quicken Book Accounting work, implementing GAAP in a business, and tax return preparation. Pre-employment processing requires passing background checks.
Located at Zhang Financial LLC in Portage, MI. Salary range $57,500 to $63,000.
Email resume to email@example.com.
Attention: Liz Edgerton
5931 Oakland Drive
Portage, MI 49024
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Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
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