Financial Advisor

Excellent benefits, career growth, and compensation

  • Boise, ID
  • $70,000 - $100,000
  • Managed by Jobot Pro: Tyler May
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A bit about us:

Top-ranked IPA firm is mainly seeking a Financial Advisor insanely positive reviews for a CPA firm, one conversation with them and you'll understand why. I've worked with over 100 firms and everyone that talks to this one in particular loves them. This firm fosters a positive, supportive environment, and wants people to be able to be challenged, stimulated, and to advance quickly.

Why join us?

Busy season hours hit 45-55 average. There are only a few weeks that will hit the 60-hour mark, but they don't want you overworking yourselves and will actually send people home so nobody gets burnt out
100% Permanently Remote w/ room for growth
Partner track potential
Generous PTO (5 weeks)
Bonus plan (uncapped!)
Medical, Dental and Vision Benefits
Paid Holidays + Vacations
Great Company Culture
Flexible Hours
Fun Company Activities
Work-Life balance (4-day, 35 hour workweeks during non-busy season)

Job Details

Worked with over 100 of the IPA Top 400 Firms and have narrowed down the list that I'll work with to 7 firms. I've placed with all of them, I'll follow up with people after they start, and everyone is very happy still. These have been vetted and scrutinized to a high degree because I only want to work with the best firms possible. I have complete confidence that if you land at any of them that you should have a thriving career with way less stress compared to any of the normal "work-you-to-the-bone-firms". If your hours are bad now, the culture could be improved, you're generally unhappy, your growth is limited, or you just want to see if there's something better out there."

Review tax returns while assuming primary responsibility for client engagements, including scheduling, staffing, timing, technical issues and more as needed. Ensure the completion of engagements, including identifying and addressing problem areas with minimal oversight or assistance
Manage, supervise, and mentor Staff and Senior Accountants, including mentoring in professional development areas, guiding and teaching through technical challenges, and maintaining a positive team atmosphere
Complete annual performance evaluations for assigned staff and manage ongoing employee performance
Work with partners on identifying and pursuing new clients
Promote the firm’s overall growth and well-being by assisting with recruiting, contributing to publications, conducting trainings, etc.
Maintain and grow client relationships through professionalism, responsiveness, and superb client service
Enhance knowledge and skills in the firm’s industries of focus by attending training courses and seeking out opportunities for improvement and learning
Other duties and assignments as needed
Basic Qualifications:

CPA license (not strictly required in some cases, but it helps)
A few years of tax experience, including recent experience at the manager-level
Availability to work full-time
Demonstrates leadership, problem solving, and strong verbal and written communication skills
Ability to set and work with goals, objectives, and deadlines
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Location
Boise, ID
Job Type
Permanent
Compensation
$70,000 - $100,000