Golden Reserve

Client Service Specialist/Financial Paraplanner

Financial services experience; life insurance annuity application process; strong accountability and problem-solving mindset.

CPA Tax Preparer

Tax Preparer

CPA with 5+ years tax preparation, accounting, and tax planning; strong leadership and communication; multi-location team management.

Golden Reserve LLC

Financial Paraplanner & Client Services Team Manager

3+ years of management (direct reports) and 5+ years paraplanner experience; Ohio Life and Health Insurance license; strong communication and leadership skills; ability to manage a multi-location team and support clients.

Paraplanner and Client Services Team Manager

3+ years management experience with direct reports; 5+ years paraplanner experience; Ohio Life and Health license; strong communication, leadership, problem solving, grit.

Golden Reserve - Office Manager/Receptionist (In-Office)

Office Manager/Receptionist

Two+ years administrative support experience (phone support), proficient in Microsoft Office (Teams), strong grammar and communication; accountable and proactive.

Client Service Specialist

Two+ years in financial services; life insurance annuity application experience; strong client service and problem solving; commitment to process; ability to support sales teams.

Internal Tax Manager

CPA required; 5+ years in tax preparation, accounting and tax planning; strong leadership and communication skills; ability to manage a multi-location team.

Tax Manager

CPA required; 5+ years tax prep, accounting, and tax planning; strong leadership and communication; capable of leading multi-location team.

Office Support Team Manager

3+ years management with direct reports; 5+ years as professional service office manager; strong communication, leadership, problem solving, and grit; capable of leading a multi-location team.

Client Servicing Retirement Planner

3+ years of client-facing financial planning or advisory experience; Life & Health Insurance License; Series 65 or equivalent; strong planning and tax literacy; client-first mindset; grit.

Retirement Planner

Three+ years of new client selling experience; state life/health licenses; FINRA Series 65 or equivalent; grit.

3+ years new client sales, state life/health licenses, FINRA Series 65, strong grit.

3+ years of new client sales; state Life & Health licenses; FINRA Series 65; driven to build client relationships.

Three+ years of new client sales experience; state life and health insurance licenses; FINRA Series 65; driven and disciplined mindset.

3+ years of new client selling; state Life & Health licenses; FINRA Series 65; strong sales, service, and GRIT.

Title	Location	Date
Client Service Specialist/Financial Paraplanner Full Time · $70K-$100K · 2+ YOE Akron or Canton · Onsite	Akron or Canton Onsite	May 1, 2026
CPA Tax Preparer Full Time · $125K-$150K · 5+ YOE Dublin, Ohio, United States · Remote	Dublin, Ohio, United States Remote	May 1, 2026
Financial Paraplanner & Client Services Team Manager Full Time · $100K-$125K · 5+ YOE Dublin, Ohio, United States · Onsite	Dublin, Ohio, United States Onsite	Apr 21, 2026
Financial Paraplanner & Client Services Team Manager Full Time · $100K-$125K · 5+ YOE Cleveland, Ohio, United States · Onsite	Cleveland, Ohio, United States Onsite	Apr 21, 2026
Golden Reserve - Office Manager/Receptionist (In-Office) Full Time · $55K-$65K · 2+ YOE Detroit, Michigan, United States · Onsite	Detroit, Michigan, United States Onsite	Apr 16, 2026
Client Service Specialist/Financial Paraplanner Full Time · $70K-$95K · 2+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Mar 23, 2026
Internal Tax Manager Full Time · $125K-$150K · 5+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Mar 20, 2026
Internal Tax Manager Full Time · $125K-$150K · 5+ YOE Dublin, Ohio, United States · Remote	Dublin, Ohio, United States Remote	Mar 20, 2026
Office Support Team Manager Full Time · $100K-$120K · 3+ YOE Dublin, Ohio, United States · Remote	Dublin, Ohio, United States Remote	Mar 19, 2026
Client Servicing Retirement Planner Full Time · $100K-$125K · 3+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Feb 25, 2026
Retirement Planner Full Time · $150K-$175K · 3+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Feb 20, 2026
Retirement Planner Full Time · $150K-$175K · 3+ YOE Maumee, Ohio, United States · Onsite	Maumee, Ohio, United States Onsite	Feb 20, 2026
Retirement Planner Full Time · $150K-$175K · 3+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Feb 20, 2026
Retirement Planner Full Time · $150K-$175K · 3+ YOE Cincinnati, Ohio, United States · Onsite	Cincinnati, Ohio, United States Onsite	Feb 20, 2026
Retirement Planner Full Time · $150K-$175K · 3+ YOE Troy, Michigan, United States · Onsite	Troy, Michigan, United States Onsite	Feb 20, 2026

Activities	Retirement planningInvestment managementFinancial advisory servicesTax preparationAsset protection
Headquarters	US
Industries	Financial ServicesWealth Management
Name	Golden Reserve
Employees	100
Type	Private
Parent Company	AS Advisors Group
Subsidiaries	Golden Reserve TaxAlerStallings
Tagline	Provides retirement planning, investment management, and tax advisory services.
Founded	2,011
Website	goldenreserve.com

Golden Reserve

About Golden Reserve