Golden Reserve LLC

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. This role would be based at our office locations in Akron and Canton. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution. Our CSS Team is recognized as the Engine of Golden Reserve that drives this company forward. Golden Reserve's unique approach to financial services is redefining financial planning - we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country. What we ask: Client Service Excellence : Understanding that we are entrusted with the life savings of our clients is a huge responsibility - that we do not take lightly. Be The Engine : Ensure our Sales team is supported so that we can help more families - being the steady and consistent voice and leader in every office to make sure we don't stop moving forward. Commitment : we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way. What we provide: CSS Captains - you will have a three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs. Competitive Salary - $70,000 - $100,000. Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance. WORK SCHEDULE : Work hours are 8:30 am - 5:30 pm in-office with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime. If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BEFORE YOU APPLY - this is NOT a typical financial services position -to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. ( ) You can also learn more at . What we need: Two (2) years+ of financial services experience. Life Insurance Annuity Application Excellence - completion, monitoring & management. GRIT - we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace. Compensation details: 00 Yearly Salary PI83f56b50141b-2073

Golden Reserve is seeking a skilled and detail-oriented Tax Preparer to join our team in Cleveland, Ohio. In this role, you will be responsible for preparing and filing accurate tax returns for our clients, ensuring compliance with all applicable federal and state tax laws, and delivering a high standard of service that reflects our firm's commitment to client care. Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve - but for the team of financial professionals we hire. In a short period of time, we have grown to 40+ offices covering 9 states and just getting started. As part of our comprehensive retirement services - our clients receive tax planning direction regarding their qualified tax accounts, and preparation of their annual tax returns. This role will manage the tax preparation of annual returns, assist with ongoing real-time tax support, partake in event participation and the coordinate the development and expansion of this department. Golden Reserve lead generation is driven by its nation-wide radio and television show ( ), seminar workshops, digital and world-class client services. We Provide $90,000 - $120,000 salary, based on experience Ongoing Management Training & Support Generous PTO policy, Health & Dental, 401(k) & Life Insurance We Require EA designation a plus Five (5)+ Years of tax preparation, accounting and tax planning experience Proficiency with tax preparation software (Drake, UltraTax, or similar) Communication Excellence - managing and inspiring a team and our clients require a world class communicator internally and externally Management - you will be asked to lead a multi-location team to drive process while maintaining and managing a growth culture with constant change GRIT - we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness Job Responsibilities Prepare and file federal, state, and local tax returns for individuals Review financial records, income statements, and documentation to ensure accuracy Identify tax credits, deductions, and strategies that benefit clients Communicate clearly with clients to gather necessary information and explain outcomes Stay current on changes to tax laws and regulations Maintain organized and confidential client records Collaborate with internal team members as needed If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. Learn more at Compensation details: 00 Yearly Salary PIdd1553b269c0-1532