Financial Planning & Tax Specialist
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...
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.
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:
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.
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.
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.
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.
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.
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.
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
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.
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.
For more information, you can visit our website by clicking the link below.
www.financialrounds.com/career-opportunities
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.