What are the responsibilities and job description for the CPA / CFP Financial Advisor & Tax Planning Professional position at Leddy Group?
CPA / CFP Financial Advisor & Tax Planning Professional
Our financial services client in the Bedford, NH area is seeking to hire a CPA / CFP Financial Advisor & Tax Planning Professional for a direct hire position. This is an excellent opportunity to join a growing advisory practice that combines tax expertise with comprehensive financial planning. If you enjoy helping clients achieve their long-term financial goals while building meaningful relationships, this could be the perfect next step in your career.
Your qualifications for the CPA / CFP Financial Advisor & Tax Planning Professional position are:
- Active CPA license required
- CFP® certification preferred; candidates actively pursuing certification are encouraged to apply
- 3 years of experience in tax planning, tax preparation, financial planning, wealth management, or a related field
- Experience preparing and reviewing individual and small business tax returns
- Strong communication, client relationship, and organizational skills
- Ability to work both independently and collaboratively in a team environment
For the CPA / CFP Financial Advisor & Tax Planning Professional position, your duties and responsibilities will include:
- Provide financial, retirement, and tax planning guidance to individuals, families, and business owners
- Prepare and review individual and small business tax returns
- Develop tax-efficient strategies to support clients' financial goals
- Present financial plans and recommendations while maintaining strong client relationships
- Collaborate with team members to deliver exceptional client service
- Stay current on evolving tax laws, regulations, and financial planning trends
Ready to Apply?
If you meet the qualifications and are interested in this opportunity, we'd love to hear from you.
Call: 603.880.7184
Apply Online: www.leddygroup.com
Email: careers@leddygroup.com
We look forward to helping you take the next step in your career!
Leddy Group, an ESOP Company, is a regional staffing company serving northern New England since 1994. We are real people helping real people find meaningful employment through our specialties: Accounting & Finance, Administrative & Customer Service, Engineering, HR, Industrial, and Skilled Manufacturing.
Veterans and military spouses are encouraged to apply.