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Posted: Wednesday, January 17, 2018 2:22 PM

Job Description:/h3:
This position is for a full time position in Richmond KY. Williams Tax and Financial Services is a growing company that provides tax preparation, tax planning, bookkeeping, payroll, investment management, retirement planning, and more. We offer a variety of services so the applicant must be able to multi:task well and enjoy the challenge of not doing the same thing every day.
Job duties will include:
:Answering phone calls
:Assisting clients with questions and concerns
:Organizing tax documents, scanning, tax return data entry
:Bookkeeping using Quickbooks
:Payroll
:Manage advisors schedule and appointment setting
:Using a computer and scanner to file documents (our office is paperless)
:Assist in implementing marketing plans
The ideal applicant would have some experience with tax preparation, bookkeeping, payroll. We are willing to train in the other areas to bring the applicant up to speed. We are looking for someone with experience so that they can hit the ground running and help assist our growing business. We operate a very professional, friendly, and relaxed environment, and expect any applicant to have those qualities as well. Communication and customer services skills are crucial for this position when helping clients with very important financial matters. You can read more about our company at out website
strategies4wealth
Thank you for conside Apply and good luck to everyone who applies.
Company Description:/h3:
Williams Tax and Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. Weve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we help them plan for their financial future.
Williams Tax and Financial Services has set itself apart by looking at your entire personal finance picture as a whole, not individually. We can make sure all your personal finance plans are working together. Our unique experience with taxes, investments, retirement planning, and our comprehensive approach can show you the most efficient way to reach your goals.

Source: https://www.tiptopjob.com/jobs/76732211_job.asp?source=backpage


• Location: Lexington, richmond

• Post ID: 18506587 lexington
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