Position: Financial Planner--Tax Specialist
About the Job
We’re looking for a CPA with experience in tax preparation 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.
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
Excellent follow-through capability
Accurate, with good attention to detail
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:
CFP or PFS designation (or coursework partially complete)
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, and tremendous opportunities for career growth.
Local candidates only, please. Send your resume in pdf file format to Luke Van de Loo at email@example.com. Please include a cover letter with a one or two sentence description of your all-time favorite job.