Tax Planning Specialist

3 days ago


Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time
About the Role

We are seeking a highly skilled Financial Planning & Tax Specialist to join our team at Personal Choice Financial Advisors, LLC. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Responsibilities
  • Preparing or assisting with the preparation of client tax returns
  • Preparing detailed financial plans
  • Assisting lead advisors in delivering financial plans
  • Summarizing and following up on all meeting communications and tasks
Qualifications and Essential Skills
  • Professional designation such as CFP, CPA, EA, and/or CSLP
  • Several years of proven experience in similar business area
  • Strong time and priority management skills
  • Problem-solving skills and a solution-seeking mindset

The estimated salary for this position is around $85,000, based on industry standards and location. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional financial planning services, please apply for this exciting opportunity.



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