CPA Financial Planner
Loiselle & Associates Loiselle & Associates Plymouth, MI Plymouth, MI Part-time Full-time Part-time Full-time $50,000 - $75,000 a year $50,000 - $75,000 a year 7 days ago 7 days ago 7 days ago We are a non-traditional CPA office that combines tax planning and personal financial planning services for individuals, business and families.
Our goal is to help our clients reach their financial goals with simple-to-follow advice and traditional investments.
We make life less taxing.
We are looking for a an experienced accountant or CPA who has either obtained their PFS (Personal Financial Specialist) designation or a CFP.
If it is your goal to work toward those designations, we can also help you get there! You will be meeting with clients and preparing tax returns during tax season.
You will also will help prepare for and conduct annual financial review meetings.
These meetings are important to help our clients meet their financial goals.
This will mostly be a technical role with no selling! Other responsibilities will be to help maintain client databases in Redtail, prepare account paperwork for our Broker-Dealer (LPL Financial), accounting for business clients, running cash flow analysis on eMoney and completing personal, trust and corporate income tax returns.
We are a small family-owned office.
Because our clients are smaller, you have the opportunity to make a real and positive impact on their lives for generations to come.
The world needs CPAs and CFPs right now.
In this job, you will learn from a 25-year CPA/PFS veteran with the strong possibility of partnership within 5-years.
Join us! Job Types:
Full-time, Part-time Pay:
$50,000.
00 - $75,000.
00 per year
Benefits:
401(k) 401(k) matching Flexible schedule Health insurance Paid time off Professional development assistance Physical setting:
Office Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Education:
Bachelor's (Required)
Experience:
Tax:
2 years (Required) License/Certification:
CPA (Preferred) CFP (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Our goal is to help our clients reach their financial goals with simple-to-follow advice and traditional investments.
We make life less taxing.
We are looking for a an experienced accountant or CPA who has either obtained their PFS (Personal Financial Specialist) designation or a CFP.
If it is your goal to work toward those designations, we can also help you get there! You will be meeting with clients and preparing tax returns during tax season.
You will also will help prepare for and conduct annual financial review meetings.
These meetings are important to help our clients meet their financial goals.
This will mostly be a technical role with no selling! Other responsibilities will be to help maintain client databases in Redtail, prepare account paperwork for our Broker-Dealer (LPL Financial), accounting for business clients, running cash flow analysis on eMoney and completing personal, trust and corporate income tax returns.
We are a small family-owned office.
Because our clients are smaller, you have the opportunity to make a real and positive impact on their lives for generations to come.
The world needs CPAs and CFPs right now.
In this job, you will learn from a 25-year CPA/PFS veteran with the strong possibility of partnership within 5-years.
Join us! Job Types:
Full-time, Part-time Pay:
$50,000.
00 - $75,000.
00 per year
Benefits:
401(k) 401(k) matching Flexible schedule Health insurance Paid time off Professional development assistance Physical setting:
Office Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Education:
Bachelor's (Required)
Experience:
Tax:
2 years (Required) License/Certification:
CPA (Preferred) CFP (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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