What are the responsibilities and job description for the Remote Tax & Financial Planning Specialist | WFH position at Get It - Finance?
Job Overview
Join our innovative financial planning and tax preparation firm as a Financial Planning & Tax Specialist. Our organization, dedicated to serving physicians across the nation, is seeking a motivated and empathetic professional who can work remotely, in-person in Cincinnati, OH, or in a hybrid setting. We foster a culture that values flexibility and work-life balance, embracing the philosophy of ‘working to live’ rather than ‘living to work.’
Key Responsibilities
Our firm prioritizes the continuous development of our team members, providing professional training and development opportunities to ensure that you can enhance your skills and grow your career over time.
Company Culture And Values
We are committed to a culture centered around core values that guide our operations:
We believe in fair compensation for talent, offering a salary range of \(70,000 to \)100,000 based on experience. Additionally, our benefits include:
Employment Type: Full-Time
Join our innovative financial planning and tax preparation firm as a Financial Planning & Tax Specialist. Our organization, dedicated to serving physicians across the nation, is seeking a motivated and empathetic professional who can work remotely, in-person in Cincinnati, OH, or in a hybrid setting. We foster a culture that values flexibility and work-life balance, embracing the philosophy of ‘working to live’ rather than ‘living to work.’
Key Responsibilities
- Develop comprehensive financial plans and conduct in-depth analysis.
- Collaborate with lead advisors to present tailored financial strategies to clients.
- Support the preparation of client tax returns with precision and expertise.
- Foster growth and contribute to the overarching success of the firm.
- Provide analytical support to help clients achieve their financial objectives.
- Professional designation (e.g., CFP, CPA, EA, CSLP).
- A strong passion for financial planning and tax preparation, demonstrating a commitment to clients’ financial independence.
- Several years of relevant experience in a similar capacity.
- Proficiency in industry-standard tools such as Salesforce, RightCapital, Holistiplan, Tamarac, Drake Tax, Schwab, and Excel/Google Sheets.
- Exceptional time management and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Capacity to excel in a collaborative, cross-functional team environment.
- Self-driven, motivated, and committed to ongoing personal and professional development.
- Proven experience in financial planning and tax preparation roles.
- Strong analytical acumen complemented by problem-solving capabilities.
Our firm prioritizes the continuous development of our team members, providing professional training and development opportunities to ensure that you can enhance your skills and grow your career over time.
Company Culture And Values
We are committed to a culture centered around core values that guide our operations:
- Striving for Excellence
- Honesty and Integrity
- Respect for All
- Ownership
- Zero Tolerance for Toxicity.
We believe in fair compensation for talent, offering a salary range of \(70,000 to \)100,000 based on experience. Additionally, our benefits include:
- Paid holidays and unlimited vacation (beginning in the third year).
- Flexible work arrangements.
- Safe harbor 401(k).
- Comprehensive health, dental, and vision insurance.
- A brief video (under 2 minutes) expressing your interest in the position.
- A cover letter.
- Your resume.
Employment Type: Full-Time
Salary : $70,000 - $100,000
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