Why you should consider a career with Erock Tax + Financial Planning.
While we may work mostly with numbers, our firm is all about people. At Erock Tax + Financial Planning, you will help individuals, families, and small businesses with tax and financial planning strategies to positively impact their lives.
The Tax + Financial Planning Associate opening is an independent contractor position and requires an entrepreneurial mindset with an eagerness to learn the ins and outs of taxation and financial planning. You will have the ability to establish lasting relationships and build your own book of business under the Erock Tax + Financial Planning brand, all while being supported through mentorship opportunities and the firm’s administrative and marketing functions. We use the latest tax and personal finance software to develop streamlined financial planning strategies for clients and to help them manage their books, budget, and forecasting.
You will use your education and expertise to help people understand their money situations and gain more confidence and security in their tax and financial lives.
This opportunity is more than just a career. It’s a lifestyle. You will be in control of taking your career in the direction you’d like it to go. The Tax + Financial Planning Associate will manage client work, business development opportunities, and continuing education independently, where your commitment, time, and effort will be an indicator of income potential. This position is paired with base pay and potential for a bonus and/or commissions.
Job Description:
- Lead tax & financial planning engagements, including tax returns and financial reviews within filing deadlines and client expectations.
- Review quarterly tax estimates, extensions, tax returns and year-end planning opportunities.
- Develop and maintain a client base and proactively gather necessary information to file tax returns, identify financial planning issues, and make recommendations for improvement.
- Proactively establish new relationships through independent marketing efforts
- Participate in networking and marketing initiatives to build business and promote brand.
- Gain confidence in understanding Internal Revenue Code, tax process, and financial planning strategies.
- Leverage technology to generate comprehensive financial planning reports for clients and to streamline communication and scheduling.
Qualifications:
- Reputable, trustworthy, and high ethical standards
- Strong work ethic, self-motivated, goal oriented
- Seeking an entrepreneurial opportunity
- Strong listening and communication skills; committed to personal growth
- Committed to high-level client services with a passion for helping others become educated about their money situation
- Ability to prioritize and manage time efficiently
- Driven to build and expand personal network to cultivate relationships
- Strong knowledge of Excel, Word, Quick Books and social media platforms
- Bachelor’s degree from accredited college or university
- Previous income tax experience not required but is beneficial
About Erock Tax + Financial Planning:
Erock Tax + Financial Planning is celebrating its 34th year serving tax and financial planning clients in Essex County from Swampscott to Newburyport.
We are a progressive boutique income tax and financial planning firm that is passionate about helping clients with their tax and financial life. Erock Tax +Financial Planning provides individuals, families, and small business entrepreneurs with personalized, professional service meant to help reduce their stress around money and planning issues.
Please forward your resume and other pertinent information to Lynne Legault at Lynne@erocktax.com. We look forward to talking with you.