CPA – Financial Planning

Are you a CPA who believes in seeing the big picture, connecting all the dots, and then making a plan?

Do you like working on a small team of good people, just like you, who are also exceptional at what they do?

Then you’d like it here. We’re Handford Financial Strategies and we bring comprehensive financial planning to our clients with an integrated team approach. 

Picture the team behind a pro athlete. The coach, the trainer, the physio, the one reading film. Each owns a different thing. All of them are working with the same goals in mind. Get the best for the player. 

That’s just like us. Except we bring tax, investment, retirement, estate, insurance and benefits expertise to improve the lives and opportunities for our clients. One team, one client at a time. Full stop.

If you’re ready to ditch the chaos of tax season in favor of proactive financial planning and long-term client relationships, this is the role for you.  

You bring:

• A CPA designation
• Three to five years of experience
• Strong interpersonal and communication skills, in person and in writing

We’ll teach you our technology.

What you’ll do:

Tax planning is part of every plan we build. As the CPA on our team, you bring depth and focus to it. Your work is with clients: the high net worth families we serve today, and the ones who join us next. You build those relationships over years.

The work includes:

• Reviewing client tax returns
• Entering client data into CS Planner
• Answering clients’ tax questions by email
• Bringing tax planning input to the team

The role will grow with you. We develop people around their strengths, so you spend more of your time on the work you’re great at and love to do.

You’ll work out of our Warrenton office, with clients across Northern Virginia, DC, and the country.

Salary range:  $80,000 – $120,000

Tagged as: Financial Modeling