Financial Planner, CPA
Career Opportunities with Capital Advisors, Inc.
A great place to work.
Careers At Capital Advisors, Inc.
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We endeavor to make a positive difference in people's lives by helping them achieve meaningful lifetime goals through investment management.
We inspire peace of mind through a transparent and repeatable investment process and frequent communication.
Founded in 1978, Capital Advisors provides wealth management and financial planning services to individuals and institutions.
Our company is an employee-owned SEC Registered Investment Advisor with over $5 Billion in assets under management.
Transparency Collaboration Integrity Commitment Initiative Innovation Financial Planner, CPA Position and Company Highlights:
Salary:
market competitive based on experience Location:
Tulsa, Oklahoma in office #LI-onsite Schedule 8:
00 AM - 4:
30 PM Monday - Thursday, 8:
00 AM - 3:
15 PM Friday
Benefits:
Annual bonus program, up to 6 weeks PTO, 90% employer paid medical insurance, 401k 100% match available first day, ESOP available first day, employer paid 2x annual salary life insurance Purpose of Financial Planner, CPA:
The Financial Planner, CPA will be the tax expert within the financial planning team.
They will work with experienced financial planners and wealth advisors, providing tax planning and investment advisory support.
The purpose of this position is to enhance the financial planning group in all matters involving individual tax planning.
Principal Accountabilities of the Financial Planner, CPA:
Acts as subject matter expert in the tax planning field within the financial planning team Works with clients to prepare long and short-term tax plans Builds relationships and instills confidence with Wealth Advisors, Financial Planners, and clients Conducts research to stay up to date on IRC tax law Strong Excel and communication skills required Provides educational documents with regards to tax planning Acts with the highest level of professionalism Adheres to the Service Level Agreement with regards to timeliness of response/delivery of plans Works with the Director of Financial Planning, executive committee, and compliance in accordance with policies, goals, and objectives of the firm pertaining to Financial Planning Maintain a standard of personal conduct professionally and socially to promote a personal reputation of integrity and technical competence.
Requirements for the Financial Planner, CPA:
Bachelor's Degree (required) Dimension of the Financial Planner, CPA :
Persons in this position are dedicated to building, maintaining, and supporting client relationships as well as relationships with strategic partners and coworkers.
Position must be willing to collaborate and always work with the highest level of integrity and transparency.
Every member of the Capital Advisors team is expected to build and maintain an exemplary professional reputation.
Our culture encourages active commitment to family, community, and personal health, and we reinforce this expectation through employment policies that enable balance among all these priorities.
#J-18808-Ljbffr Recommended Skills Communication Finance Financial Planning Professional Attitude Service Level Agreement Tax Laws Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
A great place to work.
Careers At Capital Advisors, Inc.
Share with friends or Subscribe! Current job opportunities are posted here as they become available.
Subscribe to our RSS feeds to receive instant updates as new positions become available.
We endeavor to make a positive difference in people's lives by helping them achieve meaningful lifetime goals through investment management.
We inspire peace of mind through a transparent and repeatable investment process and frequent communication.
Founded in 1978, Capital Advisors provides wealth management and financial planning services to individuals and institutions.
Our company is an employee-owned SEC Registered Investment Advisor with over $5 Billion in assets under management.
Transparency Collaboration Integrity Commitment Initiative Innovation Financial Planner, CPA Position and Company Highlights:
Salary:
market competitive based on experience Location:
Tulsa, Oklahoma in office #LI-onsite Schedule 8:
00 AM - 4:
30 PM Monday - Thursday, 8:
00 AM - 3:
15 PM Friday
Benefits:
Annual bonus program, up to 6 weeks PTO, 90% employer paid medical insurance, 401k 100% match available first day, ESOP available first day, employer paid 2x annual salary life insurance Purpose of Financial Planner, CPA:
The Financial Planner, CPA will be the tax expert within the financial planning team.
They will work with experienced financial planners and wealth advisors, providing tax planning and investment advisory support.
The purpose of this position is to enhance the financial planning group in all matters involving individual tax planning.
Principal Accountabilities of the Financial Planner, CPA:
Acts as subject matter expert in the tax planning field within the financial planning team Works with clients to prepare long and short-term tax plans Builds relationships and instills confidence with Wealth Advisors, Financial Planners, and clients Conducts research to stay up to date on IRC tax law Strong Excel and communication skills required Provides educational documents with regards to tax planning Acts with the highest level of professionalism Adheres to the Service Level Agreement with regards to timeliness of response/delivery of plans Works with the Director of Financial Planning, executive committee, and compliance in accordance with policies, goals, and objectives of the firm pertaining to Financial Planning Maintain a standard of personal conduct professionally and socially to promote a personal reputation of integrity and technical competence.
Requirements for the Financial Planner, CPA:
Bachelor's Degree (required) Dimension of the Financial Planner, CPA :
Persons in this position are dedicated to building, maintaining, and supporting client relationships as well as relationships with strategic partners and coworkers.
Position must be willing to collaborate and always work with the highest level of integrity and transparency.
Every member of the Capital Advisors team is expected to build and maintain an exemplary professional reputation.
Our culture encourages active commitment to family, community, and personal health, and we reinforce this expectation through employment policies that enable balance among all these priorities.
#J-18808-Ljbffr Recommended Skills Communication Finance Financial Planning Professional Attitude Service Level Agreement Tax Laws Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
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