Client Advisor Compliance

Fishers, IN 46038

Posted: 12/09/2021 Industry: Financial Advisor Job Number: 100665 Pay Rate: $65,000 - $75,000

Job Description

Our client, a growing consulting company is seeking a Client Advisor (Compliance) position that offers a unique blend of analysis and project work. Strong process-oriented individual that will work with client data, tax forms, agreements and other documents.   The primary objective in this role is to work with the clients to leverage all governmental credits and incentives. With frequent exposure to leadership team, the role is well positioned for growth!  
Qualifications 
  • Minimum 3-5 years experience
  • Public accounting background preferred 
  • Exposure to tax incentives and credits (SALT) 
  • Strong knowledge of MS Dynamics and MS Office  
  • Bachelor' s degree in Accounting, Finance or related field

Meet Your Recruiter

Craig Baute

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