Financial Counselor - Tax Specialist

Job not on LinkedIn

July 13

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Logo of MSA Careers & Consulting Ltd

MSA Careers & Consulting Ltd

Recruitment

MSA Careers & Consulting Ltd is the UK's only specialist technical recruitment company dedicated solely to the field of Acoustics, Noise, and Vibration. With over 20 years of industry experience, they provide knowledgeable and honest consultancy services to help individuals find jobs or businesses secure hires in this niche sector. Their unique approach involves personalized and pragmatic advice, ensuring they build a trusted partnership with their clients. MSA's focus on the acoustics sector allows them to deliver a credible and consistent recruitment service, helping many start their careers in this field.

2 - 10 employees

🎯 Recruiter

📋 Description

• MSA is the national leader in financial well-being services. • The role involves hosting pre-scheduled appointments with members. • Financial professionals with a passion for assisting others are sought. • CPAs or Enrolled Agents preferred for guiding tax planning. • Support in creating financial goals for clients in various organizations. • Previous military experience preferred.

🎯 Requirements

• 4-year degree from an accredited institution (or equivalent experience) • 2+ years experience in consumer finance or tax work • Enrolled Agent, CPA, Tax Agent, or comparable certifications (preferred) • Previous military experience or experience supporting military service members (preferred) • Proven track record persuading clients to engage in value-added services and solutions • Motivational skills to inspire behavioral change around personal financial habits • Superlative listening skills that lead you to empathy and understanding • A high level of skill and comfort with technology • An openness to a culture of continuous development and improvement • A passion for helping people in need • Alignment with MSA’s values of Integrity, Compassion, Optimism, Growth, and Impact • U.S. Citizenship is required for this specific role.

🏖️ Benefits

• Free access to our transformational MSA Financial Coaching • Medical, Dental, Vision, Life, and 401(k) • Thriving remote team culture

Apply Now

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