Financial Analyst

Overview

Join to apply for the Financial Analyst role at Addicus
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We don’t hire often—but when we do, it’s because we’re building something that doesn’t exist yet. At Addicus, we solve complex problems that others can’t—or won’t. We are a trusted partner to many successful entrepreneurs, helping them gain clarity in chaos. This isn’t a compliance role; it’s a strategic seat at the intersection of private equity, private wealth, tax structure, and enterprise vision.

You’ll support choices that matter most—working with wealth creators to shape legacies and drive execution from start to finish.

• Support project teams in resolving critical tax technical issues with clarity and precision.
• Conduct research and analysis to stay ahead of tax legislative and regulatory changes.
• Assist in developing systems and processes to ensure follow-through on outstanding items.
• Help build trusted relationships with clients and their advisors through clear communication and follow-up.
• Ensure the accuracy and completeness of deliverables while managing multiple priorities.
• Contribute to professional development initiatives and support successful project execution.
• Assist in developing proposals and deliverables that drive client engagement and business growth.
• Build and maintain complex Excel models, ranging from private equity fund analysis to intricate tax calculations.
• Collaborate closely with stakeholders to update and refine models in response to evolving project requirements and regulatory changes.

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3 to 6 years of experience in a public accounting firm or consulting environment preferred.
• Familiarity with tax issues related to passthrough entities, trusts, and estates is a plus.
• Proficiency in Microsoft Office 365, especially Microsoft Excel, and financial planning software.
• Strong organizational and communication skills.
• General understanding of banking, insurance, and legal matters related to trusts and estates is helpful.

At Addicus, we redefine what it means to be a strategic advisory firm. Built to serve entrepreneurial families and business owners through private wealth management, private equity, and tax consulting expertise for those who demand more than conventional financial advice. Our team combines deep technical expertise with bold creativity and relentless curiosity. We don’t just manage wealth—we help our clients build enduring legacies, navigate complex transitions, and seize opportunities others might miss.

We craft strategic solutions that help successful entrepreneurs maximize and preserve capital, allowing wealth to be leveraged with intention—creating transformative opportunities, driving meaningful impact, and building an authentic legacy.

We envision a future where wealth creators and investors thrive, free from the complexities of success. Through deep insight into their global wealth enterprise, we unlock the clarity and confidence to live with purpose.

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Location:
  
  Oxford, MS
• Estimated salary: $89,100.00 - $