Financial Planning & Tax Analyst (CPA)
$105k - $115kClaire Myers Consulting
Job Description
Job Description
Location: Hybrid role based in Hingham, MA
Compensation: Base salary of $105,000 to $115,000 plus bonuses.
Overview:
Our client is seeking a Financial Planning & Tax Analyst (CPA) to play a key role in supporting financial advisors through advanced financial planning, case preparation, and client service. This individual will serve as a senior resource within the office, assisting with complex planning scenarios, mentoring junior team members, and ensuring the smooth execution of financial planning processes. The ideal candidate has a CPA designation, several years of experience in financial services, and a passion for delivering exceptional client support.
Responsibilities:
- Gather and analyze financial information for advisor meetings with clients and prospects.
- Prepare annual review materials and develop financial planning and investment proposals.
- Input and maintain financial planning data within planning software, including all planning modules and asset allocation recommendations.
- Review financial plans and recommendations for accuracy and completeness before client presentation.
- Assist advisors with complex financial planning analyses and client cases.
- Recommend portfolio and investment allocation strategies.
- Maintain client files, case notes, account documentation, and planning records.
- Serve as a liaison between advisors, clients, the home office, and investment partners.
- Resolve complex service and administrative issues while ensuring a high level of client satisfaction.
- Mentor and assist in training junior team members on planning processes and office procedures.
Qualifications:
- CPA (Certified Public Accountant) required.
- Series 7, 63, and Health & Life Insurance License preferred.
- 4-5+ years of experience in financial services, wealth management, or insurance.
- Strong financial planning and analytical skills with experience supporting advisors.
- Experience with financial planning software and investment proposal tools.
- Excellent attention to detail and organizational skills.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Self-motivated with sound judgment, professionalism, and a commitment to continuous learning.
- Ability to work independently while collaborating effectively with advisors and team members.
Vacancy posted 7 days ago
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