Financial Planner - CPA and CFP/PFS

Responsibilities

• Reviewing individual and business tax returns
• Implementing financial plans, including retirement, estate, cash flow, and investment planning
• Collaborating with investment manager on tax-efficient investment strategies
• Advising clients on complex financial scenarios
• Maintaining detailed documentation to meet regulatory and firm standards
• Proactively communicating with clients and internal team members to address planning needs
• Providing ongoing recommendations to enhance the client experience
• Managing the financial planning team to ensure firm goals and standards are met

Qualifications

• Expertise in tax return reviews, focusing on tax planning and optimization
• Certified Public Accounting (CPA) credential and Certified Financial Planner (CFP) designation
• Personal Financial Specialist (PFS) designation is also acceptable
• Experience in financial planning for high-net-worth clients or families with complex financial situations
• Strong analytical, organizational, and time-management skills, with attention to detail and accuracy
• Excellent written and verbal communication skills, able to explain complex financial concepts clearly and respectfully
• Comfort working remotely, with reliable technology, self-motivation, and effective collaboration in a virtual team environment
• Bachelor’s degree in Accounting, Finance, or a related field; advanced degree or specialized coursework in taxation or financial planning is beneficial