Financial Planning and Tax Expert

5 days ago


Cincinnati, Ohio, United States Personal Choice Financial Advisors Full time
Financial Planning and Tax Specialist Opportunity

We are a fee-only financial planning and tax preparation firm dedicated to serving physicians nationwide. Our team is passionate about empowering physicians to take control of their financial futures.

We are seeking a highly skilled Financial Planning and Tax Specialist to join our team. As a key member of our team, you will play a critical role in delivering exceptional financial planning and tax services to our clients.

Key Responsibilities:
  • Prepare and present detailed financial plans to clients
  • Assist in the preparation of client tax returns
  • Perform asset allocation analysis for client onboarding and portfolio reviews
  • Summarize and follow up on meeting communications and tasks
Requirements:
  • Professional designation, such as CFP, CPA, EA, or CSLP
  • Several years of experience in financial planning and tax preparation
  • Strong communication and interpersonal skills
  • Ability to thrive in a fast-paced, dynamic environment
What We Offer:
  • Competitive salary range: $70,000 - $100,000
  • Paid holidays and PTO
  • Flexible work schedule
  • Safe harbor 401(k) plan
  • Professional training and development opportunities

If you are a motivated and detail-oriented individual with a passion for financial planning and tax preparation, we encourage you to apply for this exciting opportunity.



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