Financial Planner - Tax Expert

About the Job

We’re looking for a tax professional who wants to become a financial planner. Your role includes actively participating in client meetings, owning and improving our tax return preparation process, and analyzing portfolio information using our Excel-based tools. In addition, you will assist with many elements of the client experience.

About You

You are a positive, self-starting individual who enjoys working in a small, collaborative team environment and wants to grow with the firm. You also have these traits:

• Strong communication skills

• Learns and adapts quickly

• Excellent follow-through capability

• Accurate, with good attention to detail

• Strong technology related skills

You have these credentials:

• 5+ years of experience with personal tax returns

Additional qualifications that are helpful but not required:

• CPA or EA

• CFP® or PFS designation (or coursework partially complete)

About Us

We are a small, growing firm that offers comprehensive, fee-only financial planning.

- Mission: Connecting money and meaning to create fulfilling lives

- Niche: The intersections of money & meaning and taxes & financial planning

- Target Market: People who care about using their money to lead a meaningful life.

We are located in the heart of the Southport Corridor and offer flexible hours, high autonomy, a hybrid work environment, and opportunities for career growth.

Local candidates only, please. Send your resume in pdf file format to Luke Van de Loo at luke@sullivanmermel.com. Please include a cover letter with a one or two sentence description of your all-time favorite job.