Financial Planner (Tax Focused)

Financial Planner (Tax Focused) Compak Asset Management Newport Beach, CA Job Details Full-time $105,000 - $210,000 a year 19 hours ago Benefits Paid holidays Disability insurance Health insurance Dental insurance 401(k) Vision insurance 401(k) matching Professional development assistance Qualifications CFP CPA Master of Taxation Bachelor's degree Full Job Description Financial Planner — Tax-Focused Wealth Management Opportunity for CPAs and MS-Tax Professionals At Compak Asset Management, our vision is to enhance the life experience of our clients by delivering integrated wealth management solutions. Founded in 1999, Compak manages wealth for more than 1,000 families and serves clients across 39 states. The firm has offices in Newport Beach, CA; San Jose, CA; and Scottsdale, AZ. Compak's integrated wealth management solution includes asset management, retirement planning, tax planning, estate planning, charitable planning, and risk management. Compak participates in Fidelity Investments' Wealth Advisor Solutions network. This program connects Fidelity clients with independent investment advisory firms that provide specialized investment and financial planning solutions, while allowing clients to maintain their relationship with their Fidelity advisor. Opportunity Compak is seeking a Financial Planner to join our Newport Beach, CA office. This is a full-time, in-office, client-facing role for a planning professional who wants to help design sophisticated financial strategies for high-net-worth families. This is an excellent opportunity for a CPA, tax professional, or MS-Tax graduate who is interested in transitioning from traditional tax work into comprehensive financial planning and wealth management. Working closely with Compak's Wealth Managers, the Financial Planner will prepare comprehensive financial plans, develop tax strategies, support client relationships, and help deliver a seamless, high-quality wealth management experience.

Responsibilities The Financial Planner will:

Create comprehensive financial plans. Lead financial and tax planning work for an assigned group of client households. Analyze client goals, cash flow, retirement needs, tax considerations, estate planning issues, charitable planning opportunities, and risk management needs. Collaborate closely with Wealth Managers and other team members to deliver integrated client advice. Maintain and cultivate relationships with external professionals and service providers to enhance the delivery of concierge-level client service. Help prepare client meeting materials and participate in client meetings, as appropriate. Support ongoing planning updates as client circumstances, markets, tax laws, and estate planning needs evolve. Qualifications Bachelor's degree required; preferred fields include finance, accounting, economics, tax, mathematics, or a related discipline. 2+ years of individual tax return preparation and/or financial planning experience with a wealth advisory firm, RIA, financial planning firm, CPA firm, or related financial services organization. CPA or CFP® designation preferred. Candidates with an MS in Taxation and an interest in wealth management are also encouraged to apply. Strong understanding of the U.S. tax system for individuals and families. Familiarity with financial planning concepts, including retirement planning, tax planning, estate planning, charitable planning, cash flow planning, insurance, and risk management. Experience with financial planning or tax preparation software preferred. Highly accurate, organized, analytical, and detail-oriented. Strong communication skills and the ability to explain complex planning concepts clearly to clients. Responsive, professional, collaborative, and client-service-oriented. Compensation and Benefits Competitive salary commensurate with experience.

Range:

$105,000 to $210,000 . Full benefits package, including medical, dental, vision, and disability coverage. 401(k) plan with company contribution. Discretionary annual bonus. Paid holidays. Please email your resume to and

Pay:

$105,000.00 - $210,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Professional development assistance Vision insurance

Work Location:

In person