Senior CPA Tax Associate: Path to CFP & Planning

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

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