Legacy Financial Group is an independent Registered Investment AdviserTM, offering financial planning and wealth management to individuals and organizations. As an RIA®, we have a fiduciary duty to put the interests of our clients first, a duty that is ingrained into our organization. We take great pride in our freedom of thought when it comes to investment selection and investment philosophies, as well as financial planning techniques.
Our fast-growing firm consists of financial advisors, relationship managers, and operations staff, working in tandem to offer our clients quality experience and service. We specialize in offering complete holistic planning and investing and partner with top attorneys and tax professionals to deliver a tailored investment plan encompassing all three disciplines. Collaborating with these subject matter experts enables us to deliver a premier experience to our clients and their families. If you are interested in joining our team, please email your resume to careers@lfgplanners.com.
Benefits, included but not limited to:
Certified Financial Planner
Currently, we are looking to add an experienced financial planner to our team. The candidate should be comfortable with a dynamic and purposeful environment. We also seek the highest quality candidates who can grow with the firm as it expands and grows. With significant assets under management, the company has put in place the systems and tools you would expect to help grow and manage the business but is still open to you and your ideas on making the client experience even better.
Requirements at a Minimum:
To perform this job an individual must be able to perform each duty and responsibility satisfactorily. The qualifications and requirements listed are representative of the knowledge, skills, abilities, and physical demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Compensation and Benefits:
This job description does not necessarily list all the duties of the position. You may be asked to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time.
We offer competitive compensation and strong potential for career advancement. Work/life balance is a top priority and is supported through paid holidays, paid time off, and sick and personal time.
Role Description
This is a full-time on-site role for a Tax Consultant at Legacy Financial Group in Urbandale, IA. The Tax Consultant will be responsible for tax planning, compliance, preparation, audits, and staying up-to-date with tax laws. The role entails working closely with clients to provide expert tax advice and services.
Qualifications
To perform this job an individual must be able to perform each duty and responsibility satisfactorily. The qualifications and requirements listed are representative of the knowledge, skills, abilities, and physical demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Compensation and Benefits:
This job description does not necessarily list all the duties of the position. You may be asked to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time.
We offer competitive compensation and strong potential for career advancement. Work/life balance is a top priority and is supported through paid holidays, paid time off, and sick and personal time.
