Help Wanted - Office Administrator / Tax Preparer - Davis

Serves as the first point of contact for our clients and external partners, requires a high level of professionalism, solid writing skills, and excellent office, computer, administrative, and tax preparer/data entry skills. This position will support our specialized financial planning services and is a great opportunity for someone who is newer to the financial planning tax preparation field. For those candidates with an interest in financial planning, administrative responsibilities could drop off after one to two years, financial planning duties could increase, and could be an opportunity for future growth in an Associate Planner role. Please email resume to