Financial Planning and Tax Specialist
1 day ago
**About Us**
Personal Choice Financial Advisors is a fee-only financial planning and tax preparation firm dedicated to serving physicians nationwide. We are a team of passionate professionals committed to empowering physicians to take control of their financial futures.
**Job Summary**
We are seeking a highly skilled Financial Planning and Tax Specialist to join our team. As a key member of our team, you will be responsible for providing expert financial planning and tax services to our clients. Your primary focus will be on drafting financial plans, preparing tax returns, and delivering exceptional client service.
**Responsibilities**
- Develop and implement comprehensive financial plans for clients, taking into account their unique financial goals and objectives.
- Prepare and review tax returns for clients, ensuring accuracy and compliance with tax laws and regulations.
- Collaborate with lead advisors to deliver financial plans and provide exceptional client service.
- Stay up-to-date with changes in tax laws and regulations, and apply this knowledge to provide expert advice to clients.
- Develop and maintain strong relationships with clients, understanding their financial needs and goals.
- Work closely with the team to achieve business objectives and grow the firm's client base.
**Requirements**
- Professional designation, such as CFP, CPA, EA, or CSLP.
- Several years of experience in financial planning and tax services.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and team members.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
**What We Offer**
- A competitive salary range of $70,000 - $100,000, depending on experience.
- A comprehensive benefits package, including health, dental, and vision insurance.
- A safe harbor 401(k) plan and professional training and development opportunities.
- A flexible work schedule and unlimited vacation time after three years of service.
**How to Apply**
If you are a motivated and experienced financial planning and tax professional looking for a new challenge, please submit your resume, cover letter, and a short video introducing yourself and explaining why you are a strong fit for this role.
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