Financial Planners

Saratoga Springs, New York - Posted on: Monday 04/07/14


- Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.

- Prepare income and gift tax returns for clients.

- Assist in financial planning projects and analysis.

- The qualified candidate will be trained on the use of the Advent portfolio system.



- Bachelor’s degree in Accounting or Finance with a GPA of 3.2 or higher.

- CPA, JD, MBA or MS Tax preferred.

- Individual tax preparation experience preferred.

- Strong attention to detail and superior communication and writing skills.

- Working knowledge of Excel.

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Interested candidates please send resume and cover letters to: