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.
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:
CPA or EA
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, 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 firstname.lastname@example.org. Please include a cover letter with a one or two sentence description of your all-time favorite job.