Chief Financial Strategist
4 days ago
**Job Overview**
KGK Group is seeking a skilled Chief Financial Strategist to join our team. This role will be responsible for overseeing the financial health and management of individual clients, providing personalized financial guidance, and ensuring compliance with tax regulations.
**Key Responsibilities**
- Develop and implement comprehensive financial plans based on clients' goals and objectives.
- Create budgets and spending plans to optimize financial resources.
- Monitor income sources, including investments, rental income, and other earnings.
- Manage cash flow to ensure liquidity and financial stability.
- Provide recommendations for cost-saving measures.
- Research investment opportunities and make recommendations based on risk tolerance and financial goals.
- Prepare and file tax returns accurately and timely.
- Implement tax-saving strategies and ensure compliance with tax laws.
- Prepare financial statements, reports, and forecasts.
- Present financial information to clients in an understandable manner.
**Requirements**
- A qualified Chartered Accountant.
- Proven experience as a personal accountant or financial advisor.
- Strong knowledge of accounting principles, tax regulations, and financial markets.
- Excellent analytical and problem-solving skills.
- Ability to communicate effectively and build rapport with clients.
The estimated salary for this position is $120,000-$180,000 per year, depending on experience and qualifications. Interested candidates can apply by submitting their resume.
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