About the Job We’re looking for a CPA/EA who wants to become a financial planner. 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.   About You 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