We’re looking for a CPA with financial planning experience. 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 take ownership of many elements of the client experience, including managing client relationships between meetings.
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
Excited about growth
Strong technology related skills
You have these credentials:
5+ years of experience with personal tax returns
CFP® or PFS coursework partially complete
Additional qualifications that are helpful but not required:
Financial planning experience
CFP® or PFS designation
Local candidates only, please. Send your resume in pdf file format to Luke Van de Loo at email@example.com. Please include a cover letter with a one or two sentence description of your all-time favorite job.
About Sullivan Mermel, Inc.
We are a small, rapidly growing firm that offers comprehensive, fee-only financial planning. Our mission is connecting money and meaning to create fulfilling lives, our niche is the intersection of taxes and financial planning, and our target market includes startup employees, attorneys, and individuals thinking about retirement. We are located in Chicago in the heart of the Southport Corridor and offer flexible hours, high autonomy, and tremendous opportunities for career growth.
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