Senior Financial Planning Specialist (CPA)

Compensation: Base salary of $105-125k plus individual and team bonus between 15-20% of salary, depending on performance. Benefits: full healthcare premium coverage and remote and flexible work schedule. Overview: Our client is seeking a Financial Planning & Tax Analyst (CPA) to play a key role in supporting financial advisors through advanced financial planning, case preparation, and client service. This individual will serve as a senior resource within the office, assisting with complex plann…