Avantax
Investment account access
Qount
NEW Secure file and message portal for tax services
Xero
Accounting platform superior to Quickbooks
Cadence HCM
Payroll, timekeeping, benefits, and more
Elements
Financial Scoring
July Services
401(k), Solo 401(k)
Ramp
Accounting automation (bill pay plus expense & reimbursement management)
There are endless reasons to join us at Core Financial. Day in and day out we strive to exceed the expectations of our clients and employees. Our work environment is fun, validating, encouraging, and empowering. Our vision and big-picture approach have helped countless families turn dreams into realities.
Current Openings
With a team and technology to assist, you will be responsible for the full client experience including conducting interviews, preparing tax returns, and delivering results to clients. Ability to match clients with tax saving strategies as well as explain tax concepts in layman’s terms is required. Depending on skills and interest, you will also assist with business client bookkeeping or financial planning.
First year intern’s primary duty will be assisting tax professionals receiving and organizing client data and basic software data entry. Once the tax return is completed and reviewed with the client, interns will ensure the final product is delivered to the client. With experience, interns will have the opportunity to learn more advanced tax concepts and perform advanced tax preparation steps. 15-20 hours per week are required, but specific times are flexible around school schedules. Saturday morning hours are available.
We have a couple of ground rules.
Self-Employed Menatlity
We all think and act like owners.
Excellence in the Ordinary
Details matter. We practice excellence in the fundamentals daily.
No Surprises
We plan, communicate, and prepare in order to eliminate the negative emotion of surprise.
We are proactive. We shape the future. We see problems and adjust before they get here.
No Gossip
We pass negatives up and positives all around.
Definition: Discussing anything negative with someone who can't help solve the problem.
We before Me
We are a team. We focus on team success and take initiative when we notice issues. We are raving fans publicly and honest critics privately.
Personal Accountability
We eliminate blame, victim thinking, complaining, and procrastination.
We ask the QBQ
Pursue Growth and Learning
We seek personal and professional growth continuously.
Deliver WOW through service
Every clients experience is seamless, effective, magical, and remarkable at every touch point.
Embrace Change
We do not settle for status quo. We continuously look for a better way.
Smile. Have fun.
We have a sense of humor and are friendly fun people.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.
The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Past performance is not a guarantee of future results.
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