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AVMA Trust

Schaumburg, Illinois

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Allendale Association

Lake Villa, Illinois

Confidential

Chicago, Illinois

LGIM America

Chicago, Illinois

GovHR USA

Vernon Hills, Illinois

South Suburban College

South Holland, Illinois

DACAR Tech LLC

Deerfield, Illinois

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North Park University

Chicago, Illinois

OSM Worldwide

Glendale Heights, Illinois

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Village of Algonquin

Algonquin, Illinois

Gerald Kuhn & Associates

Springfield, Illinois

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DSMA

Chicago, Illinois

DAVID A. HAFFT & COMPANY,LTD

lincolnshire, Illinois

Confidential

Crestwood, Illinois

M Holland Company

Northbrook, Illinois

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MBM Wealth Consultants

Chesterfield, Missouri

Forum Financial Management

Lincolnshire, Illinois

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Financial Planner (Tax Expert)
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


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