Overview

Associate Jobs in Douglasville, GA at 4M TAX & FINANCIAL SERVICES LLC

Title: Associate

Company: 4M TAX & FINANCIAL SERVICES LLC

Location: Douglasville, GA

Company Description

4M TAX & FINANCIAL SERVICES LLC offers a range of professional services including individual and business tax preparation, corporation and LLC formation, and nonprofit status application. Recently, the company has also incorporated life insurance quotes into its services. We are dedicated to providing comprehensive financial solutions to meet the needs of our clients.

Role Description

This is a full-time on-site role located in Douglasville, GA. As an Associate, you will handle tasks such as preparing individual and business tax returns, assisting with the formation of corporations and LLCs, and supporting clients in applying for nonprofit status. You will also be involved in providing life insurance quotes and offering exceptional customer service to our clients. Day-to-day duties include conducting research, preparing financial documents, and maintaining detailed client records.

Qualifications

Tax preparation and financial document preparation skills

Experience with corporation and LLC formation, and nonprofit applications

Excellent research and organizational skills

Outstanding customer service and communication skills

Proficiency in using financial software and tools

Ability to work independently and as part of a team

Experience in life insurance services is a plus

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field

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