About Elite Financial Management

The mission of Elite Financial Management is to provide each and every client with sound, unbiased financial advice, exceptional personalized service and suitable, high quality investments, while maintaining diligence, respect and the client’s best interests at all times.

Financial Specialist – EFM

Elite Financial Management offers clients financial options and recommendations that best fit their specific needs. To better accomplish this, Elite Financial Management selects trustworthy and capable talent to join the team and provide diversified financial services and custom analysis.

Primary Responsibilities

• Comprehensive Financial Planning/ Investment Analysis & Management

· Facilitate client meetings, record meeting notes, follow up regarding meetings by professional client relationship management system and respond to client and other inquires.

· Perform investment management tasks such as account review, tax loss harvesting, rebalancing, and generating periodical Investment Reports.

· Success managing a multi-disciplinary team that delivers integrated services to high net worth individuals, families, trusts and foundations.

· Assists with tax planning to estimate tax withholding settings or quarterly tax payments, plan for cash, securities or other property gifting opportunities, bonus payments and stock option planning.

· Develops high quality, accurate, and professional reports and presentations that integrate a global view into financial recommendations.

· Exhibits technical knowledge and competency in education funding, debt management, income tax estimation and minimization, charitable giving, cash flow, insurance and estate planning.

Tax Preparation & Business Consulting

· Prepare and review Individual Income tax return Form 1040, Partnership Form 1065, Corporation Form 1120, Schedule M1 & M3, Small Corporation Form 1120S, State and Local Income and Franchise tax returns, Non-Profit Organization Form 990, Estate and Trust Income Tax Return Form 1041 and Amended Return 1040X.

· Analyze the tax consequences for special transactions and gain/loss transactions, including sale of business property, disposition of partnership interest, employer stock option transactions, special allowances for qualified tax payers, special tax credits, management of fixed assets and depreciation calculations.

· Act as the third party designee to correspond with the Internal Revenue Service (IRS) and state taxing authorities on behalf of clients.

· Compile and analyze financial information and transactions to prepare general entries for accounts by using professional business accounting software.

· Perform account and bank/book reconciliation in compliance with General Accepted Accounting Principles (GAAP).

· Prepare and review profit & loss statement, balance sheet and ad-hoc project report for executive management and provide recommendation to improve effectiveness and efficiency.

· Demonstrates computer literacy and knowledge of specialized office programs and demonstrates competency in utilizing software applications.

Requirements

Master Degree in Finance, Accounting
Certified Public Accountant (CPA) License Required.
Series 7: General Securities Representative License Highly Preferred.
2+ Years Financial Planning and Analysis Experience Required.
2+ Years Taxation Planning and Analysis Experience Required.
Prior Management Experience Required.

Skills and Competencies
Advanced in Professional Financial Planning Software: Plan Builder& Wealth Vision
Advanced in Professional Security Analysis Software: Morningstar
Advanced in Professional Taxation Software: Pro Series & Turbo Tax
Advanced in Professional Accounting Software: QuickBooks
Proficiency with CRM system: Sales Force
Proficiency with MS Office (Word, Excel, PowerPoint).
Strong Written and Verbal Communication Skills Required.
Language: Chinese Bilingual Highly Preferred.

Primary Location: Dallas, TX

Schedule: Full-time 8:00 – 17:00

Job Posting: November 7th, 2013

Compatible Compensation

Equal Employment Opportunity