Excel Financial and Tax Services jobs and careers

About Excel Financial and Tax Services

Excel Financial and Tax Services, affectionately known as 'The United Nations of Financial Services,' is a premier, full-service financial firm headquartered in Florida. Our branches are strategically located in Tampa, Wesley Chapel, and Orlando. Our team, drawn from a variety of backgrounds and experiences, is as diverse as the clients we serve. With fluency in English, French, Spanish, and Hungarian, we are equipped to understand and address a broad spectrum of financial needs and perspectives. Our comprehensive services include insurance, investment, wealth management, accounting, tax preparation, IRS tax debt solutions, and business consulting. Our approach is holistic, addressing every aspect of financial management to become a one-stop destination for all your financial needs. With Excel Financial and Tax Services, you gain a trusted partner in your financial journey. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. www.lincolninvestment.com. Excel Financial and Tax Services and the above firms are independent and non-affiliated. Tax services are not offered through, nor supervised by, The Lincoln Investment Companies.