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Joel Spitzer

@joelspitzer

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I build accurate financial plans and tax projections that help clients make informed decisions.

United States

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What I'm looking for

I'm seeking a position in finance or tax accounting where I can apply financial planning, tax preparation, analytical, and client communication skills.

At North Point Advisor Group, I create and analyze financial plans, prepare tax returns, and turn complex financial information into clear guidance for clients.

I support four advisors with projections, reports, account servicing, administrative forms, and move-money transactions. I prepare and review roughly 150 individual income tax returns and develop tax projections that improve tax efficiency, estimates, and withholdings.

I deliver annual financial projections to 75 clients, communicating nuanced advice in an understandable format. My background also includes account servicing, cash handling, process documentation, and training retail banking team members at WNB Financial and Bluff View Bank.

I bring a BBA in Finance, an Enrolled Agent designation, and a disciplined, detail-oriented approach to finance and tax accounting work.

Experience

Work history, roles, and key accomplishments

Current

Paraplanner & Tax Preparer

Current

North Point Advisor Group

Feb 2022 - Present (4 years 8 months)

Supported four advisors in creating financial plans and projections, prepared and reviewed roughly 150 individual income tax returns, and delivered annual financial projections to 75 clients.

Financial Planning Tax Preparation Client Communication Financial Analysis Excel Microsoft Office