Associate Financial Planner / CPA

Cain, Watters & Associates, P.L.L.C. 　is seeking an Associate Planner to be a part of our growing Financial Planning practice. This position requires a CPA with two to five years work experience. Tax experience required, either in the big four, regional or local Firms.

You will be working with a Financial Planner. Clients come into the firm once a year for a daylong financial planning consultation. You will be working directly with the clients to assist them in implementation of their overall financial plan which includes but is not limited to:

Required:
    A Bachelors degree in Accounting or related field
    A CPA
    2-5 years experience in public accounting or its equivalent

Responsibilities:
    Investments
    Pension
    Estate
    Insurance
    Tax Planning
    Debt Structuring
    Business Profit Improvement
    Practice Acquisition Services
    Review of tax returns and year-end tax projections