Careers

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.

 

Current Opening:

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 elizabeth.edgerton@zhangfinancial.com.

Fax: 269.385.5705

Mail:
Zhang Financial
Attention: Liz Edgerton
5931 Oakland Drive
Portage, MI 49024

Put America's Top NAPFA-Registered Fee-Only Financial Advisors to work for you.

Request a Consultation:

Minimum Investment Requirement $1,000,000 in Michigan or $2,000,000 Outside of Michigan

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.