Broker Check

Averett Financial has the following positions open:

Tax Accountant 

Responsibilities
•Prepare tax returns including individuals, partnerships, corporations, pass through entities, estates and trusts, including multi state taxation.
•Prepare tax estimates and projections
•Respond to tax notices
•Research increasingly complex tax issues to provide valuable services clients and increase technical knowledge
•Service oriented and client focused by understanding each clients unique situation and always looking for ways to provide additional services and value.
•Assist with special projects and other reasonable job duties as needed
•Participate in process improvement and team development
•Cultivate Firm culture
•Follow all Firm policies and procedures


Role Requirements
•Bachelor’s degree in Accounting or related field
•Although a designation is not required for this position, certification is required for advancement
•Team orientation and strong interpersonal skills
•Excellent written and oral communications skills
•Strong project management, time management, and multi-tasking skills
•Ability to learn new software tools used by the Firm

Accountant 

Responsibilities
• Work with monthly accounting services clients, recording entries in the general ledger
• Reconciling bank and credit accounts
• Review general ledger for accuracy
• Review monthly financials for reasonableness
• Propose and create reclass entries as needed
• Comfortable working in QuickBooks Online and QuickBooks Desktop
• Work with tax team to help identify expenses and transactions that might impact tax return
• Prepare quarterly and annual payroll reports
• Client communication
• Willingness to resolve issues using internal and external resources
• Look for opportunities to provide additional services to clients
• Use research services to increase technical knowledge and provide valuable services to clients
• Assist with special projects cross-departmentally, as needed
• Participate in process improvement and team development
• Other reasonable job duties as needed
• Cultivate Firm culture
• Follow all Firm policies and procedures
• Strong commitment to deadlines


Role Requirements
• Bachelor’s degree in Accounting or related field
• CPA eligible or plan to pursue CPA; certification is required for advancement
• Team orientation and strong interpersonal skills
• Excellent written and oral communications skills
• Strong project management skills
• Proficient with Microsoft Excel, Word, Outlook
• Ability to learn new software tools used by the Firm
• Comfortable working in a paperless-initiative driven office

Financial Advisor

Have you always been interested in learning about how money can make money? Do you love to see people meet their financial goals? Do friends or family ever ask your advice about what they should do in different financial situations?

If yes to any of the above, then you should consider becoming a financial advisor! It's never too early or too late to start as a financial advisor.  It can be a great career to build whether you're just getting started or if you've ended one career but are not ready to be fully retired.

If you have any interest, please contact Joe Averett at 817-420-6223 or joe@averettfinancial.com.