Position: Financial Planner--Tax Specialist

About the Job

We’re looking for a tax professional who is interested in becoming a financial planner. Your role includes actively participating in client meetings, analyzing portfolio information using our Excel-based tools, and assisting with client tax preparation. In addition, you will take ownership of many elements of the client experience, including managing client relationships between meetings.

About You

You are a positive, self-starting individual who enjoys working in a small, collaborative team environment and wants to grow with the firm. You also have these traits:

Strong communication skills

Learns and adapts quickly

Ambitious

Excellent follow-through capability

Accurate, with good attention to detail

Ownership mentality

Excited about growth

Strong technology related skills

You have these credentials:

5+ years of experience with personal tax returns

Additional qualifications that are helpful but not required:

CPA or EA

CFP or PFS designation (or coursework partially complete)

About Us

We are a small, rapidly growing firm that offers comprehensive, fee-only financial planning.

Mission: Connecting money and meaning to create fulfilling lives

Niche: The intersections of money & meaning and taxes & financial planning

Target Market: People who care about using their money to lead meaningful lives

We are located in the heart of the Southport Corridor and offer flexible hours, high autonomy, a hybrid work environment, and tremendous opportunities for career growth.

Local candidates only, please. Send your resume in pdf file format to Luke Van de Loo at luke@sullivanmermel.com. Please include a cover letter with a one or two sentence description of your all-time favorite job.