Financial & Tax Planning Specialist

Key Responsibilities

• Data Collection for Financial and Tax Planning
• Conduct initial client interviews or follow-up communications to collect accurate and complete financial information.
• Verify the accuracy of collected data by cross-referencing documents and resolving discrepancies with clients or senior planners.
• Research client-specific tax documents to identify relevant tax-related information for planning purposes.
• Data Analysis for Financial and Tax Plans
• Analyze and exercise significant judgment regarding client financial data to identify trends, gaps, and opportunities for optimizing financial and tax strategies.
• Perform calculations related to cash flow, net worth, retirement projections, and tax liabilities to support plan development.
• Evaluate tax-related data to identify potential deductions, credits, or strategies (e.g., Roth conversions, charitable contributions) under senior planner guidance.
• Use financial planning tools to model scenarios, such as retirement income projections or tax-efficient investment strategies, to inform plan recommendations.
• Prepare detailed reports and visualizations to illustrate financial and tax planning outcomes for client presentations.
• Client and Team Support
• Prepare client-facing materials, such as data summaries or plan drafts, to clearly communicate financial and tax planning insights.
• Aid in client meetings by presenting data-driven findings or answering basic questions about data inputs under senior planner supervision.
• Collaborate with senior planners and other team members to ensure seamless integration of data analysis into client deliverables.
• Maintain organized, accurate records of all client data and analyses in compliance with firm policies and regulatory standards.
• Exercise judgment and discretion regarding the creation of firm policies and procedures for our financial planning process.

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field.
• Desire and eligibility to pursue the Certified Financial Planner (CFP®) designation and Series 65 license.
• Candidates holding other financial-related designations/licenses such as a CPA will be strongly considered.
• Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
• Strong analytical skills.
• Ability to work independently and collaboratively in a team-oriented environment.
• Commitment to fiduciary responsibility, ethical conduct, and client-first principles.

BENEFITS

• Full health, vision, dental.
• 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).