Financial Planning & Tax Specialist

Job Description

Job Description

We are a fee-only financial planning & tax preparation firm serving physicians nationwide. We are looking for a self-driven, compassionate, and knowledgeable Financial Planning & Tax Specialist.

We're flexible on where you work : either in person (Cincinnati, OH), remote, or hybrid. We are authentic, genuine, fun, and very much "non-corporate.

Our core values align with the importance of family and work / life balance; we don't "live to work" but rather "work to live" and will be flexible knowing that "life happens";

we don't want to have our team choose between work and family-as long as the job at hand gets done.

As a firm, we have big goals to continue to grow and increase our impact for those clients we currently serve and the clients we want to serve in the future.

We are looking for a very talented Financial Planning & Tax Specialist who is wildly passionate about the journey we are on and will guide, inspire, and influence our clients, team, and outcomes.

The Financial Planning & Tax Specialist is a technical position. While not primarily client-facing, you need to be ready to...

• Draft financial plans and analysis
• Present the financial plans alongside the lead advisors
• Aid / lead in the preparation of client tax returns
• Grow at a fast pace

Our firm is very focused on delivering exceptional financial planning to our clients. Every role in the company needs to be excited by the prospect of helping others through their financial plan.

In addition, this particular role will need to be significantly talented in the preparation and delivery of our client’s tax returns.

Having earned a CFP, CPA, EA, and / or CSLP designation is a key requirement for this role.

Your leadership in creating meaningful client outcomes is important as we are positioned to achieve extraordinary things in the lives of our clients and team.

It starts with values and culture for us! Our Financial Planning & Tax Specialist must be completely aligned with our purpose and values, as outlined below.

We desire a leader who is both inspirational and sensible.

Purpose

Our mission is to empower physicians dedicated to taking control of their financial futures. We achieve this by offering unbiased, expert fiduciary-based financial advice.

Our expertise lies in financial planning solutions and techniques tailored to the unique opportunities and challenges faced by physicians. Such as :

• Student loan management
• Financial independence
• Tax planning
• Navigating multiple retirement plans and employers

Values

Our core values are the foundation of everything we do, every decision we make, and every team member we hire. A financial plan is only viable if it aligns with these core values.

Strive for Excellence

Our clients trust us with one of their most important life decisions : achieving financial independence. Excellence is our standard.

We ensure our advice is thorough, accurate, and detailed. We rely on data and evidence, maintaining objectivity and independence.

Honesty and Integrity

Integrity is at the heart of all our interactions. Trust is the cornerstone of our relationship with the physician community.

We always speak the truth, even when it’s tough. Our business model is designed to prevent conflicts of interest, ensuring we remain a trusted source.

We always strive to do the right thing.

Treat Everyone with Respect

In a world where common courtesy can be rare, we treat our clients, team members, vendors, and partners with respect. If a client or prospect isn’t a good fit, we guide them to the right resources.

Take Ownership

We exist to help physicians achieve financial independence, and we are equally committed to our own growth and improvement.

We embrace curiosity and continuous learning, aiming for every team member to maximize their unique abilities in their role.

No Toxic Personalities

We are committed to maintaining a respectful environment and have a zero-tolerance policy for toxic behavior. This applies to both our team members and clients.

We believe everyone deserves to enjoy their business relationships and interactions, assuming the best in each other.

Responsibilities include but are not limited to

• Proficient in Salesforce, RightCapital, Holistiplan, Tamarac, Drake Tax, Schwab, Excel / Google Sheets, etc...
• Prepare or assist with the preparation of client tax returns
• Prepare detailed financial plans
• Assist the lead advisor in delivering the financial plans
• Summarize and follow up on all meeting communications and tasks
• Perform asset allocation analysis necessary for client onboarding and portfolio reviews

Qualifications and essential skills

• Has a professional designation, i.e. CFP, CPA, EA, and / or CSLP
• A confident leader who loves people, is passionate about the art of advice and client service
• Several years of proven experience in similar business area
• Proficient in understanding the needs of a client and strategizing tailored goal and solutions
• Strong time and priority management skills
• Problem-solving skills & a solution seeking mindset
• Ability to thrive in a cross-functional environment
• Top notch communication and interpersonal skills
• Committed to quality of life for self and for team
• Understands that successful business is a marathon, not a sprint, and believes in balance
• Driven and self-motivated for success

Things that you WON'T be doing...

Prospecting for new business or relationships

Doing nothing but preparing tax returns year-round

Building stagnant 75+ page antiquated financial plans that nobody reads

Serving as the senior advisor's personal assistant

Compensation

We believe very strongly that "you get what you pay for" in life, talent being no exception. For a highly qualified candidate with experience, we are not shy of acknowledging that and rewarding it in turn.

The salary range (open for discussion) is $70,000 - $100,000. In addition, paid holidays & PTO (unlimited vacation begins in 3rd year), flexible work schedule, safe harbor 401(k), and professional training & development are also part of the package.

Health, dental, and vision insurance are included.

How to Apply

Interested candidates should send a short (less than 2 minute) video specifying what it is about this opportunity that is attractive to you as well as a cover letter and resume.

Let your personality come out. Click the link below to apply, using "Financial Planning & Tax Specialist opening" in the subject line.

Apply to this position

For more information, you can visit our website by clicking the link below.

www.financialrounds.com / career -opportunities

Please note

Our office is very busy, so please do NOT try to contact our team through any method other than submitting your resume, cover letter, and video as described above.

All other attempts to reach our office will be ignored.