Financial Planning Director

4 days ago


New Britain, Connecticut, United States Jebran & Abraham, PC Full time

**Job Description:** Financial Planning Director

Location: Undisclosed Location, USA

Estimated Salary: $90,000 - $140,000 per year

In this senior-level position, you will be responsible for developing and implementing financial plans that maximize client savings and minimize tax liabilities. You will work closely with clients to understand their financial goals and objectives, and provide expert advice on tax planning and compliance.

The ideal candidate will have a strong background in finance and accounting, with experience in financial planning and analysis. They will also have excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.

Key Responsibilities:

  • Develop and implement financial plans for clients.
  • Provide expert advice on tax planning and compliance.
  • Work closely with clients to understand their financial goals and objectives.
  • Manage a team of financial analysts.

Requirements:

  • Bachelor's degree in Finance or Accounting.
  • CPA designation.
  • Proven experience in financial planning and analysis.
  • Strong knowledge of financial planning and compliance.


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