CPA / Senior Tax Associate

Milestone Financial Planning, LLC; Bedford (NH); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Cafeteria plan for health/dental/HSA

Disability insurance

Continuing education

Hybrid work after on-site year

Vacation and sick leave

Parental leave

Mentorship for career development

Job summary

Milestone Financial Planning, LLC is seeking a Tax Professional to take primary responsibility for the firm's tax preparation practice, reviewing and signing numerous returns and addressing IRS/state notices. The role integrates planning work beyond tax season and supports the development towards CFP certification.

You will collaborate with advisors and an operations team to deliver precise tax planning, Roth conversions, withholding strategies, and equity compensation planning while pursuing CF

Qualifications

• Active NH CPA license.
• Strong verbal and written communication skills; ability to be a trusted client/advisor contact.
• Ability to exercise discretion and independent professional judgment in reviewing and signing client returns.

Responsibilities

• Take primary responsibility for tax preparation; review and sign ~200 returns each season; handle IRS/state notices.
• Participate in year-round tax planning (Roth conversions, withholding, charitable giving, equity compensation, small business planning) and support financial planning work.
• Mentor by Senior Advisor to help develop career beyond tax into financial planning and advisory work.

Skills

Tax preparation

Strong communication

Education

NH CPA license

CFP certification (or pursuing)

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