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Financial Planning Tax Specialist

2 months ago

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

We are seeking a highly skilled Financial Planning and Tax Specialist to join our team at Personal Choice Financial Advisors. As a key member of our team, you will play a critical role in helping physicians achieve financial independence and success.

Key Responsibilities
  • Prepare and present detailed financial plans to clients, highlighting tailored solutions to meet their unique needs and goals.
  • Assist in the preparation of client tax returns, ensuring accuracy and compliance with relevant regulations.
  • Collaborate with lead advisors to deliver exceptional client service and support.
  • Perform asset allocation analysis and provide recommendations for optimal portfolio management.
  • Develop and maintain strong relationships with clients, understanding their needs and preferences.
Requirements
  • Professional designation in financial planning, such as CFP, CPA, EA, or CSLP.
  • Several years of experience in financial planning and tax preparation, with a proven track record of success.
  • 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 think critically and creatively.
  • Ability to thrive in a fast-paced environment and prioritize multiple tasks and deadlines.
What We Offer

We offer a competitive salary range of $70,000 - $100,000, depending on experience, as well as a comprehensive benefits package, including paid holidays and PTO, flexible work schedule, and 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. Please submit your resume, cover letter, and a short video introducing yourself and explaining why you are a strong fit for this role.