CPA / Senior Tax Planning Associate Milestone Financial Planning, LLC - 1.0 Bedford, NH Job Details Full-time $80,000 - $120,000 a year 23 hours ago Benefits Profit sharing Paid training Continuing education credits Mileage reimbursement Health savings account AD&D insurance Disability insurance Dependent care reimbursement Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Cell phone reimbursement 401(k) 4% Match On-the-job training Parental leave Employee assistance program Vision insurance 401(k) matching Professional development assistance Opportunities for advancement Flexible schedule Life insurance Retirement plan Prescription drug insurance Paid sick time Qualifications Teamwork CFP CPA Interpersonal skills Direct client contact Full Job Description CPA / Senior Tax Associate Job type: Full-time employee Location(s): 3 Executive Park Drive Suite 200, Bedford, NH 03110 Salary range: $80,000 - $120,000 per year Overview Lead our tax preparation practice and serve as the go-to resource for client and advisor tax matters, with a defined path toward CFP® certification and expanded advisory responsibilities. About Us Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a difference in people's lives. Our clients (75% local in NH and MA) rely on us to provide comprehensive financial and retirement planning services, emphasizing reducing lifetime taxes. We are a small team of professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance. We heavily emphasize tax planning and offer tax preparation to clients directly. This role sits at the center of that practice, working closely with our advisors and operations team to make sure every client's tax picture is handled with care and precision. At every level, we emphasize that your ideas and insights are encouraged and highly valued. We believe that innovation and collaboration thrive when everyone's unique perspectives and contributions are acknowledged and respected. Whether you're just starting out or have years of experience, your input is vital to our collective success. Responsibilities You will take primary responsibility for our tax preparation practice, reviewing and signing approximately 200 individual and small business returns each season, using Lacerte. You'll serve as the firm's go-to resource for tax questions from clients and advisors, and you'll handle all IRS and state tax notices and correspondence on clients' behalf, from initial review through resolution. Outside of tax season, you'll participate in year-round tax planning — Roth conversions, withholding strategy, charitable giving, equity compensation, and small business planning — using Holistiplan, and you'll support a Senior Advisor with financial planning work as a Planning Associate (or as an Associate Advisor, once you hold or earn your CFP® certification), including preparing financial plans and joining client meetings. You will be supported by our tax, operations, and compliance teams, and mentored by a Senior Advisor to help develop your career beyond tax into financial planning and advisory work.

QualificationsActive NH CPA license. Strong verbal and written communication skills, with the ability to serve as a trusted point of contact for clients and advisors. Ability to exercise discretion and independent professional judgment in reviewing and signing client returns. Experience 3+ years of individual and small business tax preparation experience. CFP® certification, or demonstrated interest in pursuing it, is a plus. Experience responding to IRS and state tax notices is a plus. Prior exposure to financial planning is a plus. Prior experience with any of our technologies is helpful: Lacerte Tax, Holistiplan, Right Capital, Advyzon Benefits Defined path toward CFP® certification, with firm-funded coursework, exam preparation, and exam fees Participation in annual profit sharing based on relative performance and team building, paid in December 4% 401(k) match Section 125 Cafeteria Plan (~$11,000/year) which can be used to purchase health and dental insurance and/or HSA funding Company-paid short- and long-term disability Company-paid continuing education Company-paid membership in professional organizations Positive, family-first culture and flexible work environment — standard office hours are 8:00AM-4:00PM, with core hours of 10:00AM-2:00PM On-site for the first year, with hybrid flexibility available after Vacation and sick leave Parental leave Top-notch technology and equipment You will be mentored by a Senior Advisor to assist with your career development beyond tax into financial planning and advisory work

Pay:

$80,000.00 - $120,000.00 per year

Benefits:

401(k) matching AD&D insurance Cell phone reimbursement Continuing education credits Dental insurance Dependent care reimbursement Disability insurance Employee assistance program Flexible schedule Health insurance Health savings account Life insurance Mileage reimbursement On-the-job training Opportunities for advancement Paid sick time Paid time off Paid training Parental leave Prescription drug insurance Professional development assistance Profit sharing Retirement plan Tuition reimbursement Vision insurance

Work Location:

In person