Parallel Advisors

2 open remote positions

Parallel Advisors is a fast-growing, independent Registered Investment Advisory firm headquartered in San Francisco with offices in multiple states. They provide personalized financial planning and investment solutions, combining expert advisors and technology to deliver an extraordinary client experience.

Salary Distribution 2 of 2 jobs

Benefits Overview 2 of 2 jobs

Dental (2) Health Care (2) Vision (2) 401(k) (1) 401K (1) Incentive Award (1) Professional Development (1)

Open Positions

Tax Associate

$55,000–$75,000/yr

  • Support tax team members by maintaining client data files, managing workflows, and verifying accurate data imports into tax software.
  • Coordinate all stages of tax engagements, including organizing client documents, obtaining signatures, and administering e-file processes.
  • Act as a liaison between tax professionals, clients, and financial advisors while handling inquiries, document requests, and client invoicing.