Tax Financial Business Services Associate

Job Description

Business Succession & Development Associate

Tax, Financial, Estate, Real Estate & Small Business Services

We are seeking a motivated professional who wants more than just another job. This is a unique opportunity to work directly with the owner of an established, diversified financial and business-services practice and be personally trained in all major aspects of the organization.

This position is designed as a long-term mentorship and succession opportunity
. The successful candidate will initially work primarily behind the desk, learning the technical, administrative and operational side of the business before progressing into client-facing, management and leadership responsibilities.

• Individual and business tax preparation
• Proactive tax planning and tax-saving strategies
• Payroll and bookkeeping
• Financial statement review
• Retirement planning, IRAs and 401(k) s
• Social Security and Medicare planning
• Life insurance and risk management
• Estate planning, trusts and legal-document preparation
• Residential and commercial real estate
• Business valuations and succession planning
• Cost segregation and depreciation strategies
• Wealth and financial planning
• Small-business consulting
• Merchant and other business services

The goal is to teach the successful candidate how these disciplines work together when advising individuals, retirees and business owners.

Phase 1 - Technical Training

Initially, you will work primarily from the office learning the business from the ground up. Responsibilities may include preparing tax returns, reviewing client documents, bookkeeping, financial analysis, preparing reports and planning cases, researching client matters, maintaining records, and learning our software, systems and procedures. We believe someone should understand the work behind the scenes before being expected to advise clients.

Phase 2 - Client Development

As you demonstrate technical knowledge, accuracy and sound judgment, you will gradually begin participating in client meetings, preparing recommendations, handling routine client matters and managing portions of client cases.

Phase 3 - Management & Leadership

With continued development, responsibilities may expand to managing client relationships, supervising employees and workflow, developing new business and participating in management and strategic decisions. For the exceptional candidate, the long‑term objective is to develop someone capable of helping operate and eventually lead a significant portion of the business.

Tax preparation experience is strongly preferred. Additional experience in accounting, bookkeeping, financial services, insurance, banking, real estate, estate planning or small‑business consulting is beneficial but not required.

You do not need to know every area of our business.
We are looking for someone with the ability and desire to learn them.

• Intelligent and highly motivated
• Ethical, dependable, organized and detail‑oriented
• Comfortable working with numbers and technology
• Able to learn complex financial and tax concepts
• Professional when handling confidential information
• An effective communicator
• Willing to obtain additional licenses or credentials as needed
• Interested in increasing responsibility and long‑term leadership
• Entrepreneurially minded

This position is designed for someone who wants to build a career and eventually help run a business. You will begin by learning the technical work behind the desk. As you demonstrate competency and earn trust, you will receive progressively greater client, management and leadership responsibilities.

For the right individual, this is an opportunity to learn what has taken decades to build and become an important part of the future leadership and succession of the organization.

Company Description

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