Senior Associate - Financial Planner

Senior Associate – Wealth SpecialistAre you a motivated, confident professional with a keen eye for detail and a passion for client service? Join our client's dynamic team as a Senior Associate, where you'll play a pivotal role in delivering exceptional tax and financial planning solutions. This opportunity not only offers meaningful work on complex engagements but also paves the way for long-term career growth with competitive compensation and benefits. If you excel in a fast-paced environment, thrive on exceeding client expectations, and are eager to leverage your expertise, we want to hear from you!In this role, you will assist in preparing and reviewing Federal, State, and Local income tax projections and returns for individuals, partnerships, S-corporations, and trusts. You'll work closely with Directors to deliver comprehensive financial and investment deliverables, engage clients in meaningful financial conversations, and support continuous process improvements through innovative technology. Additionally, you'll manage workflow among associates and administrative staff, ensuring smooth operations and high-quality service delivery.Salary: $95-115K, with some hybrid flexibility after training.Location: Cleveland, OHRequired Skills5 to 7 years of tax and financial planning experienceProficiency in individual and pass-through entity taxationStrong communication skills, both verbal and writtenExcellent time management and organizational abilitiesProficiency with Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)Experience using Client Service Management software and financial planning tools like eMoney or investment performance platformsDemonstrated commitment to professional excellence and client satisfactionSelf-starter with resourcefulness and analytical thinkingTeam-oriented with flexibility and adaptabilityNice to Have SkillsInvestment management experienceCPA or CFP designation (candidates pursuing these credentials are also encouraged to apply)Preferred Education And ExperienceBachelor’s degree in Accounting, Finance, or related field5 to 7 years of relevant tax and financial planning experienceOther RequirementsAbility to work in a fast-paced environment and manage multiple prioritiesWillingness to stay updated with industry regulations and technology toolsTake the next step in your career and bring your expertise to a forward-thinking firm committed to excellence. Apply now to become a vital part of our team and help our clients achieve their financial goals!By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Staffing Solutions Enterprises, StaffMatrix, BV Staffing, and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.staffingsolutionsenterprises.com/privacy-policy/.