Golden Reserve is looking for an experienced tax professional to 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.
We Provide
- Salary
o $125,000 - $150,000 salary, based on experience
- Ongoing Management Training & Support
- Generous PTO policy, Health & Dental, 401(k) & Life Insurance
We Require
- Certified Public Accountant
- Five (5)+ Years of tax preparation, accounting and tax planning experience
- 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
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.
Learn more at www.goldenreserve.com
Reaching retirement is the greatest climb of your life, yet some financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder of the journey. Hard working retirees deserve better. That's why we formed Golden Reserve.
At Golden Reserve, we built a group of affiliated tax, insurance, legal and investment companies, all working together under one roof, to provide you with the services you need to navigate not just financial risks, but many of the largest legal and tax related risks of Retirement too.
-Retirement Income Strategies
-Long-Term Care & Asset Protection
-IRA & Tax Strategies
-Market Risk Analysis
-Investment Fee Analysis
Investment advisory services offered through Golden Reserve Retirement, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Golden Reserve Retirement, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Golden Reserve Retirement, LLC unless a client service agreement is in place.
You may find additional information about our firm by visiting the Investment Adviser Public Disclosure (IAPD) website by searching our firm name at: https://www.adviserinfo.sec.gov/.
