CPA Financial Planner

Company Overview: Join our innovative CPA firm that goes beyond traditional accounting. We specialize in tax planning and personal financial planning for individuals, businesses, and families. Our mission is to simplify financial decision-making and guide our clients toward their financial goals using straightforward advice and reliable investment strategies. At our firm, we strive to make life "less taxing."

Position Summary: We are seeking a seasoned accountant or CPA who holds a Personal Financial Specialist (PFS) designation or Certified Financial Planner (CFP) certification. If you are working toward obtaining these credentials, we are committed to supporting your professional development.

Key Responsibilities:

• Conduct client meetings and prepare tax returns during tax season.
• Assist in preparing and conducting annual financial review meetings to help clients achieve their financial objectives.
• Maintain client databases in Redtail.
• Prepare account paperwork for our Broker-Dealer (LPL Financial).
• Provide accounting services for business clients.
• Perform cash flow analyses using eMoney.
• Complete personal, trust, and corporate income tax returns.

Role Highlights:

• Primarily a technical role with no sales responsibilities.
• Collaborate with a small, family-owned office to make a significant impact on our clients' financial well-being.
• Work closely with a 25-year CPA/PFS veteran, offering valuable mentorship.
• Strong potential for partnership within five years.

Qualifications:

• CPA designation with experience in accounting and financial planning.
• PFS or CFP certification (or in the process of obtaining these designations).
• Proficiency in tax return preparation and financial review processes.
• Experience with Redtail, LPL Financial, and eMoney is a plus.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.

Why Join Us:

• Opportunity to make a meaningful difference in clients' lives for generations.
• Supportive environment with professional growth opportunities.
• Learn from an experienced CPA/PFS professional.
• Path to partnership within a supportive, small-office setting.

If you are passionate about helping clients achieve their financial goals and are looking for a role that offers both professional development and the chance to make a lasting impact, we invite you to apply and join our dedicated team.