Analyze financial info obtained from clients to determine strategies, products and services to help clients meet their financial objectives. Provide details/education to clients about the purpose and details of financial products, services and strategies. Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis. Contact clients periodically to det...
Are you looking for an opportunity to join the top Public Accounting Firm in the Hudson Valley? RBT CPAs is looking for a Tax Preparer to join us for the 2019 tax season Essential Duties: This position is responsible for preparing individual tax returns. May assist clients with tax planning, record keeping, audits, and other tax-related matters. Inform clients of current tax law interpretation ...