Job Description
Job Description
About Us:
Blue Ridge Wealth Planners, a rapidly growing and reputable Wealth Planning Firm in Knoxville, TN, is expanding its services to include Estate Planning, Medicare, and Tax (EMT) planning for its diverse client base. We focus on ensuring our clients receive personalized and comprehensive financial planning solutions.
Position Overview:
We are looking for a detail-oriented and dependable CPA Tax Advisor with leadership and management skills to join our team. If you have prior experience preparing individual tax returns, we want to hear from you! In addition to offering tax prep, the EMT Team will also assist clients with estate planning documentation procurement from wealth.com and advising on Medicare supplements as appropriate. As the EMT Team Lead, you will assist in developing the team structure for this team going forward, advising on ownership to staff up as necessary to mean client demand. In the first year, we do not expect there to be more client demand than one or two people can manage, but over time, this could grow into a much larger team.
While experience with Estate returns or Medicare-related filings is a plus, it is not required. We will provide training to help you succeed in those areas.
Minimum Requirements:
- Proven experience in Tax preparation
- CPA certification is preferred
- Leadership and Managerial Experience.
Key Traits:
- Efficiency: Able to manage tasks promptly and effectively.
- Proactivity: Anticipates needs and acts accordingly to manage responsibilities.
- Integrity: Upholds the highest ethical standards in all professional interactions.
- Curiosity: Eager to learn and adapt within the financial landscape.
Key Responsibilities:
- Prepare and file tax returns with precision and compliance.
- Oversee client service paperwork processes to ensure accuracy and efficiency.
- Perform detailed data entry tasks while maintaining data integrity.
- Develop and implement estate planning documentation in collaboration with clients and our estate planning partner firm.
- Guide clients through Medicare options, ensuring they choose plans that best meet their needs.
- Conduct regular team meetings to review goals and provide training.
- Analyze financial data to create custom reports for clients.
- Stay informed about changes in tax laws and regulations to offer up-to-date advice.
Benefits:
- Health, Dental, Vision – employer covers 100% for the employee
- Generous PTO
- Paid major holidays (determined each year at companies’ discretion)
- 401(k) – employer match up to 3%
Company DescriptionBlue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare.
Company Description
Blue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare.