Financial Planning Coordinator

3 weeks ago


Miami, Florida, United States destinationone Consulting Full time
About the Role:

We are seeking an experienced Financial Planning Coordinator to join our team at destinationone Consulting. As a key member of our accounting department, you will play a critical role in providing financial planning services to our clients, ensuring they meet their financial objectives and minimize their tax liabilities.

Your primary responsibilities will include analyzing financial data, developing financial models, and providing recommendations to clients on tax planning strategies. You will also collaborate with other team members to develop comprehensive financial plans, tailored to the specific needs of each client.

In this role, you will apply your strong analytical and problem-solving skills to identify areas of non-compliance and recommend corrective actions. Your expertise in financial planning and analysis will enable you to develop effective financial plans, ensuring that clients achieve their financial goals while minimizing their tax liabilities.

To be successful in this role, you will require a Bachelor's degree in Accounting or Finance, with CPA eligibility preferred. Additionally, you should possess excellent communication and interpersonal skills, enabling you to build strong relationships with clients and colleagues alike.

We estimate an annual salary of approximately $65,000 for this position, commensurate with experience and qualifications. This figure reflects the competitive compensation package offered by destinationone Consulting, recognizing the value and expertise that our professionals bring to our clients.

Let us help you advance your career in financial planning. Join our team today and discover new opportunities in this exciting field.

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