Tax Preparer & Certified Financial Planner

This job requires several (preferably 5+) years of financial planning and U.S. tax preparation experience. This person will prepare comprehensive financial plans for individuals and calculations to assist with decision making.  A thorough knowledge of the planning processes, investment universe, insurance, trust and estate matters, related legal aspects, and tax compliance is required.

Must be able to successfully manage multiple assignments, develop quality relationships, identify client needs and service opportunities, and propose solutions as issues arise.  There are opportunities to provide strategic consulting services, train and coach staff, and perform business valuations.  Qualified candidates should possess CPA, CFP, CPA/PFP, EA or similar designations.