CPA / Senior Tax Associate

Milestone Financial Planning, LLC; Bedford (NH); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Profit sharing

401(k) match

Section 125 Cafeteria Plan

Company-paid continuing education

Hybrid work model

Job summary

Milestone Financial Planning, LLC in New Hampshire is seeking a qualified tax professional to lead our tax preparation practice. You will review and sign approximately 200 individual and small business returns each season, using Lacerte, and become the firm's go-to resource for tax questions.

Outside tax season, you will engage in year-round tax planning and support financial planning work, mentored by a Senior Advisor, with opportunities to pursue CFP certification and advance into broader

Qualifications

• Active NH CPA license and strong communication skills.
• 3+ years of tax preparation for individuals and small businesses.
• Experience with IRS and state notices is a plus; CFP is a plus.

Responsibilities

• Take primary responsibility for tax preparation, reviewing and signing approximately 200 returns per season using Lacerte.
• Serve as the firm's go-to resource for tax questions from clients and advisors; handle IRS/state notices on clients' behalf.
• Participate in year-round tax planning and support a Senior Advisor with financial planning work; opportunity to advance toward CFP/Career in advisory services.

Skills

Active NH CPA license

Verbal & written communication

Education

CFP certification

Tools

Lacerte Tax

Holistiplan

Right Capital

Advyzon

Job description

About Us

Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a difference in people's lives. Our clients (75% local in NH and MA) rely on us to provide comprehensive financial and retirement planning services, emphasizing reducing lifetime taxes. We are a small team of professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance.

We heavily emphasize tax planning and offer tax preparation to clients directly. This role sits at the center of that practice, working closely with our advisors and operations team to make sure every client's tax picture is handled with care and precision.

At every level, we emphasize that your ideas and insights are encouraged and highly valued. We believe that innovation and collaboration thrive when everyone's unique perspectives and contributions are acknowledged and respected. Whether you're just starting out or have years of experience, your input is vital to our collective success.

Responsibilities

You will take primary responsibility for our tax preparation practice, reviewing and signing approximately 200 individual and small business returns each season, using Lacerte. You'll serve as the firm's go-to resource for tax questions from clients and advisors, and you'll handle all IRS and state tax notices and correspondence on clients' behalf, from initial review through resolution.

Outside of tax season, you'll participate in year-round tax planning — Roth conversions, withholding strategy, charitable giving, equity compensation, and small business planning — using Holistiplan, and you'll support a Senior Advisor with financial planning work as a Planning Associate (or as an Associate Advisor, once you hold or earn your CFP certification), including preparing financial plans and joining client meetings.

You will be supported by our tax, operations, and compliance teams, and mentored by a Senior Advisor to help develop your career beyond tax into financial planning and advisory work.

Qualifications

Active NH CPA license. Strong verbal and written communication skills, with the ability to serve as a trusted point of contact for clients and advisors. Ability to exercise discretion and independent professional judgment in reviewing and signing client returns.

Experience

3+ years of individual and small business tax preparation experience. CFP certification, or demonstrated interest in pursuing it, is a plus. Experience responding to IRS and state tax notices is a plus. Prior exposure to financial planning is a plus. Prior experience with any of our technologies is helpful:

• Lacerte Tax
• Holistiplan
• Right Capital
• Advyzon

Benefits

• Defined path toward CFP certification, with firm-funded coursework, exam preparation, and exam fees
• Participation in annual profit sharing based on relative performance and team building, paid in December
• 4% 401(k) match
• Section 125 Cafeteria Plan (~$11,000/year) which can be used to purchase health and dental insurance and/or HSA funding
• Company-paid short- and long-term disability
• Company-paid continuing education
• Company-paid membership in professional organizations
• Positive, family-first culture and flexible work environment — standard office hours are 8:00AM-4:00PM, with core hours of 10:00AM-2:00PM
• On-site for the first year, with hybrid flexibility available after
• Vacation and sick leave
• Parental leave
• Top-notch technology and equipment
• You will be mentored by a Senior Advisor to assist with your career development beyond tax into financial planning and advisory work