Financial Advisor

6 months ago

Delhi, India Cozio Full time

**About Cozio**:
Cozio is a dynamic and innovative platform revolutionizing the way financial advisory services are delivered. We connect experienced professionals with clients seeking expert guidance across a range of financial domains. At Cozio, we believe in empowering individuals and businesses to achieve their financial goals with confidence.

**Position Overview**:
As a Tax Advisor at Cozio, you will play a crucial role in providing comprehensive tax advisory services to our diverse clientele. Your expertise will contribute to the financial success of individuals and businesses, ensuring they navigate the complexities of taxation with ease.

**Key Responsibilities**:

- Provide expert tax advice to clients based on their unique financial situations.
- Stay updated on the latest tax laws, regulations, and industry trends.
- Collaborate with clients to optimize their tax positions and identify opportunities for savings.
- Communicate complex tax concepts in a clear and accessible manner.
- Build and maintain strong client relationships, fostering trust and confidence.

**Qualifications**:

- A minimum of a Bachelor's degree in Accounting, Finance, Business Administration, or a related field is typically required.
- Professional certifications such as Certified Public Accountant (CPA), Chartered Accountant (CA), or Enrolled Agent (EA) are highly valued and may be preferred.
- 2-5 years of experience is often required for mid-level positions. This level of experience demonstrates a foundational understanding of tax principles and regulations.
- Professional certification (e.g., CPA) is a plus.
- In-depth knowledge of current tax laws and regulations.

**Skills and Abilities**:

- Strong analytical and problem-solving skills.
- Ability to identify financial challenges and develop creative and practical solutions to address clients' needs.
- Commitment to maintaining the highest ethical standards in financial advisory, ensuring client confidentiality, and avoiding conflicts of interest.
- Excellent communication and interpersonal abilities.
- Proven ability to work independently and as part of a collaborative team.
- Detail-oriented with a commitment to delivering high-quality service.

**How to Apply**:
**Join Cozio and be a catalyst for financial success**

**Job Type**: Commission

**Salary**: ₹8,086.00 - ₹150,000.00 per month

**Benefits**:

- Flexible schedule
- Work from home

Supplemental pay types:

- Commission pay

Application Question(s):

- In this role, we will create a personalized profile for you on our Cozio website, connecting you directly with clients. You'll have the flexibility to set your own service pricing within our specified range, offering unlimited earning potential. Are you ready to seize this opportunity and showcase your skills on our platform?

**Experience**:

- total work: 4 years (required)

**Language**:

- English (required)

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