All candidates must be comfortable in delivering on our key values:
- Trusted Advocate- Lifetime commitment to clients best interest.
- Discipline- Unwavering Commitment to the “Three Phases of Wealth” Financial Planning process
- Pursue Excellence- Constantly improve as an organization.
Two Available Positions:
Strategic Income Group (SIG) is seeking a motivated and outgoing receptionist that is also detail oriented. Qualified candidates will have experience in customer service, preferably in financial services. Other necessary skills include but not limited to : good phone and organization skills, efficiently perform work, keep work area clean, up-to-date on word, excel, powerpoint, SalesForce (CRM), ability to draft professional emails and letters as well as striving in a team oriented environment. Candidates that have experience in SEO, FaceBook Advertising, WordPress, blogging and other online experience will have the opportunity at a higher starting pay rate. Health care and retirement benefits included. Pay is $30k+ depending on experience.
Please contact us below and send resume to Mo@StrategicIncomeGroup.com
Experienced Tax Preparer
Strategic Income Group (SIG) is expanded its reach and starting a tax preparation company to provide tax services for clients. SIG is seeking an experienced CPA/EA with a minimum of 8-10 years. Qualified candidates will be personable and professional and will be client facing. Will office out of our Chandler location on Ray and 101. Some local travel will be necessary. Built in tax clients ready to go. Great opportunity for someone to not only grow in their field but also work with one of the fastest growing Financial Planning firms in the Valley. Health care and retirement benefits included. Pay is $60k+ depending on experience.
Must know 1040, 1041, 1120, 1120s & 1065
Please contact us below and send resume to Mike@StrategicIncomeGroup.com.