CFP wealth management advisor and CPA tax return preparer

Employer
Sechrest & Bloom, LLC
Location
Acton, Massachusetts
Salary
Up to $100,000 per year + benefits
Closing date
Nov 2, 2021

View more

Job Role
Wealth Management
Employment Type
Full Time
Level
Experienced
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Job Details

Job Description

Sechrest & Bloom, LLC, is seeking a dedicated and motivated CFP (or PFS) and CPA to work in our RIA wealth management practice and our CPA firm. 

If you’d like to:

  • Work on a diverse group of clients who appreciate us
  • Have a hassle-free commute with plenty of parking (while also being able to work from home, if/as needed)
  • Enjoy terrific views of the neighboring forest next to our office from our 3rd floor perch
  • Make a meaningful difference in our clients’ lives
  • Be intellectually challenged and stimulated by your work

Then we’re interested in having you join us!

The ideal candidate

The ideal candidate possesses the following:

  • CFP (or PFS) certification. 
  • CPA certification.
  • At least 2-3 years of experience working with clients on their financial planning.
  • At least 2-3 years of experience preparing tax returns for clients.
  • Solid knowledge of investments, retirement plans, insurance, taxes, estate planning, and general personal finance matters.
  • Strong communication, organization, analytical, client service, and PC skills.
  • A strong work ethic in taking ownership of assignments.
  • Solid verbal and written communication skills.

Responsibilities

The candidate's responsibilities include the following:

  • Preparing individual, trust & estate, and business income tax returns. 
  • Developing clients’ Financial Models.
  • Tracking the implementation of clients’ Financial Model action items and other wealth management tasks as they arise.
  • Designing investment portfolios for clients. 
  • Placing trades to implement clients’ investment planning.
  • Researching and resolving clients’ tax and wealth management questions.
  • Becoming our clients’ most trusted advisor.

Compensation package

We offer a competitive compensation package including an excellent salary, bonuses, a Simple IRA retirement plan with employer matching contributions, paid time off, and medical and dental insurance.  Most importantly, we offer a flexible work-life balance to meet your goals outside of the office as well as the ability to work remotely from home if/as needed.

Company

Sechrest & Bloom, LLC is an intellectually driven, knowledgeable, and disciplined CPA and wealth management firm. Our team specializes in tax planning and tax return preparation for individuals, businesses, and trusts & estates, including providing accounting and bookkeeping services.  We’re also an independent, fee-only financial planning firm that is committed to providing the highest standard of fiduciary client service as a Registered Investment Adviser (RIA).  We manage all tax, financial, and life planning issues in an educational and guiding approach.

Find Us
Website:
Telephone
9782637771
Location
526 Main Street
Suite 301
Acton
MA
01720
United States

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