What are the responsibilities and job description for the CPA – Financial Planning Team position at Handford Financial Strategies?
We're looking for a CPA who's done with tax season.
Handford Financial is a boutique financial planning practice built on one philosophy: one team, one client. Every client gets our full, undivided attention, not a rotation of specialists working in silos. We coordinate everything: investments, tax strategy, retirement planning, risk management, legacy planning, and cashflow, so nothing falls through the cracks, and nothing gets missed.
We think in terms of the lowest taxes over a client's lifetime, and often the generation after that. That's not return prep. That's planning. You'd be sitting across from the same clients we do, working through Roth conversion strategy, bracket management, charitable giving, business transition planning. Our clients are based throughout Northern Virginia, DC, and across the country, but this is an in-office role in Warrenton, VA.
If you love the strategy side of tax work and you're tired of the grind of return prep, this might be the seat you've been looking for.
What you'd be doing:
- Sitting inside a dedicated client team, not a shared back office
- Working directly with clients on multi-year tax planning as part of that team
- Focusing on high-net-worth households, $5M-$20M in assets, many approaching or already in retirement
- Zero tax return prep
If you're a CPA who wants to plan instead of process and wants to be part of one team fully devoted to each client, let's talk.