CPA Financial Planner: Integrated Tax & Wealth Strategy

Handford Financial Strategies; Warrenton (VA); On-site; USD 90,000 - 120,000; Full time

Job summary

Handford Financial Strategies is seeking a CPA to lead tax planning and client service from our Warrenton office. You’ll review returns, advise high net worth clients, and help shape long-range financial plans as part of a collaborative team.

You bring three to five years of experience, excellent written and oral communication, and a collaborative mindset. We value clear thinking, proactive planning, and building enduring client relationships across Northern Virginia and beyond.

Qualifications

• Three to five years of experience
• Strong interpersonal and communication skills, in person and in writing

Responsibilities

• Reviewing client tax returns
• Entering client data into CS Planner
• Answering clients’ tax questions by email
• Bringing tax planning input to the team

Skills

CPA credential

Tax planning

Client communication

Education

CPA certification

Tools

CS Planner

Job description

Handford Financial Strategies is seeking a CPA to lead tax planning and client service from our Warrenton office. You’ll review returns, advise high net worth clients, and help shape long-range financial plans as part of a collaborative team.

You bring three to five years of experience, excellent written and oral communication, and a collaborative mindset. We value clear thinking, proactive planning, and building enduring client relationships across Northern Virginia and beyond.