Tax & Financial Strategist Position Available In Cobb, Georgia

Tax & Financial Strategist PFW Advisors Vinings, GA 30339

Position Overview:

We are seeking a current or former CPA that is interested in a career change that will be able to use their financial knowledge and client experience to join our team in advisor training capacity. In this role, you will work closely with a seasoned registered Financial Advisor who is committed to a client-first philosophy. The ideal candidate will be responsible first and foremost for learning about the industry with the role evolving into managing client relationships, providing exceptional customer service and advice – when ready, with a jump-in, can-do, positive attitude. Soft and communication skills are critical. This position requires a very high attention to detail as there is no room for error. Our clients are our business, and this role will play a large part in being the initial liaison between our firm and the client. A polished and professional candidate is essential, as this role is client-facing at times and requires direct interaction with individuals and families who rely on our expertise. This is an excellent opportunity for a CPA looking to expand their impact beyond traditional accounting by integrating tax expertise into holistic financial planning with the goal of transitioning into a senior advisor role. You will gain hands-on experience, deepen client relationships, and contribute to a stable, values-driven practice. We are seeking a team member who not only represents our firm with confidence and integrity but also shares our drive for growth – both in terms of client success and the strategic growth of the business.

Ideal Candidate:

The ideal candidate is a licensed CPA with sufficient professional experience to value the long-term stability and work-life balance that our industry offers. You are passionate about acting in the best interests of clients, and you recognize the power of combining financial planning with tax-smart strategies. A strong work ethic, excellent organizational skills, and a commitment to continuous learning are essential. You should be able to clearly communicate complex financial and tax concepts, and enjoy working as part of a collaborative, client-centered team.

Responsibilities:

• Client Relationship Support Assist in managing and growing client relationships by providing proactive service and responding to client needs in a timely, professional manner.
• Financial Planning Integration Collaborate with the lead advisor to incorporate tax planning strategies into comprehensive financial plans, including retirement, investment, estate, and risk management.
• Tax-Efficient Strategy Development Leverage your CPA background to identify and implement tax-efficient strategies for clients, such as Roth conversions, charitable giving, and income distribution planning.
• Investment Education & Analysis Support portfolio analysis and help explain investment strategies to clients in a clear, approachable way. Participate in investment research and due diligence as needed.
• Compliance & Documentation Maintain accurate client records and ensure compliance with all regulatory requirements (SEC/FINRA), firm policies, and industry best practices.
• Learning & Licensing Actively pursue required licenses (e.g., Series 65 or CFP® certification, if not already obtained) and participate in ongoing financial advisor training and professional development.
• Collaborative Planning Support Work with advisors, paraplanners, and client service teams to help prepare for client meetings, develop financial plan deliverables, and follow through on action items.
• Client Communication & Education Communicate financial concepts, planning recommendations, and tax impacts to clients in a clear and supportive manner, empowering them to make informed decisions.
• Business Development Support Participate in client onboarding, referrals, and practice development efforts as your role evolves and you gain confidence in the advisory space.

Qualifications:

Minimum of a bachelor’s degree. At least 2 years of experience, with a preference for candidates with over 10 years of experience. Strong interpersonal skills and an interest in finance. Ability to interpret financial data. Completion of relevant training programs (CFP, CFA, or CPA) is preferred.

Skills:

Strong interpersonal, communication and analytical skills. Ability to work collaboratively within a team. Proficiency in financial software tools is beneficial. Any knowledge of Schwab Financial and/or Orion platforms is preferred but not required High level of professionalism, organization, and attention to detail

Work Environment:

In-office position.

Reporting Structure:

Reports to the Managing Member/Founder, who has over 30 years of industry experience.

Salary:

TBD based on experience and qualifications.

About us:

We are a highly selective wealth management firm located in the Vinings area and offer investment advisory services which include all client support behind the scenes. We are a Fee only Fiduciary, SEC registered RIA and we do not sell products or earn commissions. Health benefits at 65% employer paid among other benefits which will be detailed if you are selected. Paid vacation/personal time, etc. If you are looking to grow your career in a client-focused role, we encourage you to apply for this exciting opportunity. Please email all resumes and cover letters to Kirsten@pfwadvisors.com and notate the indeed job in the subject line.

Job Type:

Full-time Benefits:

Bereavement leave Dental insurance Family leave Health insurance On-site gym Opportunities for advancement Paid sick time Paid time off Parental leave Professional development assistance

Schedule:

Monday to Friday Application Question(s): Do you have financial knowledge or background in accounting or finance?

Education:

Bachelor’s (Preferred)

License/Certification:

CPA (Required) Ability to

Commute:

Vinings, GA 30339 (Required) Ability to

Relocate:

Vinings, GA 30339: Relocate before starting work (Preferred)

Work Location:

In person