CPA - Financial Planning

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

Are you a CPA who believes in seeing the big picture, connecting all the dots, and then making a plan?

Do you like working on a small team of good people, just like you, who are also exceptional at what they do?

Then you'd like it here. We’re Handford Financial Strategies and we bring comprehensive financial planning to our clients with an integrated team approach.

Picture the team behind a pro athlete. The coach, the trainer, the physio, the one reading film. Each owns a different thing. All of them are working with the same goals in mind. Get the best for the player.

That’s just like us. Except we bring tax, investment, retirement, estate, insurance and benefits expertise to improve the lives and opportunities for our clients. One team, one client at a time. Full stop.

If you’re ready to ditch the chaos of tax season in favor of proactive financial planning and long-term client relationships, this is the role for you.

You bring:

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

We’ll teach you our technology.

What you’ll do:

Tax planning is part of every plan we build. As the CPA on our team, you bring depth and focus to it. Your work is with clients: the high net worth families we serve today, and the ones who join us next. You build those relationships over years.

The work includes:

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

The role will grow with you. We develop people around their strengths, so you spend more of your time on the work you’re great at and love to do.

You’ll work out of our Warrenton office, with clients across Northern Virginia, DC, and the country.