Personal Finance Tax Advisor
Job Summary
Supporting an AI training project, the full-time Personal Finance Tax Advisor will engage with real-world financial topics while advising individuals and households on various financial matters remotely.
Key responsibilities
- Prepare individual tax returns and assist with personal tax planning and capital-gains matters
- Advise clients on investments, retirement accounts, and comprehensive financial planning
- Support clients with estate planning, student loans, and equity compensation strategies
Required qualifications
- Currently based in the United States
- At least 2 years of directly relevant professional experience
- Experience advising or supporting individuals or households in personal finance
- Ability to apply sound judgment and explain financial concepts clearly
Complete Job Description
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