CPA/Senior Tax Preparer

About Us Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a difference in people's lives. Our clients (75% local in NH and MA) rely on us to provide comprehensive financial and retirement planning services, emphasizing reducing lifetime taxes. We heavily emphasize tax planning and offer tax preparation to clients directly. This role sits at the center of that practice, working closely with our advisors and operations team to make sure every client's tax picture is handled with care and precision.

We believe that innovation and collaboration thrive when everyone's unique perspectives and contributions are acknowledged and respected. Responsibilities You will take primary responsibility for our tax preparation practice, reviewing and signing approximately 200 individual and small business returns each season, using Lacerte. You\'ll serve as the firm\'s go-to resource for tax questions from clients and advisors, and you\'ll handle all IRS and state tax notices and correspondence on clients\' behalf, from initial review through resolution.

Outside of tax season, you\'ll participate in year-round tax planning — Roth conversions, withholding strategy, charitable giving, equity compensation, and small business planning — using Holistiplan, and you\'ll support a Senior Advisor with financial planning work as a Planning Associate (or as an Associate Advisor, once you hold or earn your CFP® certification), including preparing financial plans and joining client meetings.

You will be supported by our tax, operations, and compliance teams, and mentored by a Senior Advisor to help develop your career beyond tax into financial planning and advisory work.

Qualifications Active NH CPA license. Strong verbal and written communication skills, with the ability to serve as a trusted point of contact for clients and advisors. Experience 3+ years of individual and small business tax preparation experience. Experience responding to IRS and state tax notices is a plus. Prior exposure to financial planning is a plus. Lacerte Tax

Participation in annual profit sharing based on relative performance and team building, paid in December

Section 125 Cafeteria Plan (~$11,000/year) which can be used to purchase health and dental insurance and/or HSA funding

Company-paid short- and long-term disability

Positive, family-first culture and flexible work environment — standard office hours are 8:00AM-4:00PM, with core hours of 10:00AM-2:00PM

On-site for the first year, with hybrid flexibility available after

Top-notch technology and equipment

You will be mentored by a Senior Advisor to assist with your career development beyond tax into financial planning and advisory work

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