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Juris Doctorate (JD), Master of Laws (LL.M. in taxation), CFP, or CPA highly desirable. 5 - 7+ years of financial planning experience with a broker-dealer, RIA, investment firm, law firm, or accounting firm.
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The position will collaborate with financial advisors, their staff, and NPI colleagues to develop financial models, plans, and project materials using financial planning software (e.g., eMoney) to support the advisors' clients in the areas of estate, retirement, business succession, investment, and income tax planning.
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Expertise with eMoney and MoneyGuide Pro software. Free financial counseling, health coaching and employee assistance program. Remote : Work at home employee residing outside of a commutable distance to an office location.
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A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations. Review, identify, and communicate recommendations on complex and high net worth cases to advisors and other team members.
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Strong technical skills in financial planning and estate planning. Provide direction and support to financial advisors by addressing their specific planning inquiries, preparing and presenting financial and estate planning deliverables, and developing advanced and complex financial plans.
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CPA Firm Audit Managers and Seniors - Hybrid living close to the office is preferred - Fully Remote Home Based is available for candidates living in the PST or MST time zones. Well established, highly profitable CPA firm offers several exceptional career opportunities for Audit Managers and Seniors to work hybrid from both our office and your home with flexible hours.
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Minimum of 2 years of hands-on experience with a U. S. based CPA firm. Requirements: Prefer candidates currently (or recently) at a Senior level or above with a Big-4, national, or large local CPA firm.
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We offer a very reasonable work / life balance, diverse SEC and closely held clients in numerous industries to work with, fast track promotions, and above market compensation packages. Will assist with relocation expenses for out of town candidates.
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Seniors receive paid overtime at time and one half. Large Manager bonuses.
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Seniors receive paid overtime at time and one half. Large Manager bonuses.
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Seniors receive paid overtime at time and one half. Large Manager bonuses.
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Seniors receive paid overtime at time and one half. Large Manager bonuses.
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Seniors receive paid overtime at time and one half. Large Manager bonuses.
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Seniors receive paid overtime at time and one half. Large Manager bonuses.
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Seniors receive paid overtime at time and one half. Large Manager bonuses.
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