Assist in all client service matters; complete new account transfers and set up, client meeting preparation and trade executions; prepare tax returns and tax projections; and complete research projects.
Requires a Bachelor’s degree in Accounting, Finance or closely related field, a certificate/license to practice public accounting in Michigan, and two years of experience as an Accountant, Tax Preparer or closely related occupation. Also requires two years of experience with Ultratax software, Quicken Book Accounting work, implementing GAAP in a business, and tax return preparation. Located at Zhang Financial LLC in Portage, MI.
Email resume to firstname.lastname@example.org.
About Zhang Financial
Zhang Financial is a fee-only wealth management firm. Established almost three decades ago, Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success.
With more than $3 billion in assets under management, Zhang Financial takes pride in working without conflicts of interest from proprietary products and other questionable business practices. We are committed to upholding a fiduciary standard, providing our clients with customized and unbiased financial advice, first class service, and an open-architecture investment platform for a competitive price.
Zhang Financial is also known for its commitment to philanthropy, especially within our local community.
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