Broker Check

Averett Financial has the following positions open:

Senior Tax Preparer

Responsibilities:

• Prepare tax returns involving complex issues and with a focus on returns dealing with individuals, partnerships, corporations, pass through entities, estates, including multi state taxation
• Review tax returns prepared by staff, as needed
• Prepare tax projections and other tax planning strategies
• Respond to tax notices
• Research increasingly complex tax issues using internet research services
• 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, as needed
• Participate in process improvement and team development
• Assist in training and development of staff
• Other reasonable job duties as needed
• Cultivate Firm culture
• Follow all Firm policies and procedures

Role Requirements:

• Bachelor’s degree in Accounting or related field
• Master’s degree in Accounting or related field (preferred, not required)
• CPA eligible or CPA desired; certification is required for advancement
• Prior experience in Senior-level role reviewing staff prepared returns
• 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

Tax Preparer

Responsibilities:

• Prepare tax returns with a focus on returns dealing with individuals, partnerships, corporations, pass through entities, estates, including multi state taxation
• Prepare tax projections and other tax planning strategies
• Respond to tax notices
• Research increasingly complex tax issues using internet research services
• 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, as needed
• Participate in process improvement and team development
• Other reasonable job duties as needed
• Cultivate Firm culture
• Follow all Firm policies and procedures

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

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.