You will be responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which includes management of both internal and external workflows. You will report to several Financial Planners. This is a Direct Hire opportunity with a well-established, rapidly growing company across the US.

FOCUS

• Assist the Financial Planner with planning opportunities for the client

• Assist the Financial Planner and client on implementation items from consult or as needed throughout the year

• Review of annual income tax returns and complete year-end tax projections

• Financial analysis and tax planning for each business unit that the client owns

PROFILE

• A Bachelor’s degree or higher in Accounting, Tax, or Finance required

• A CPA, or CPA candidate required

• 2+ years of experience in public accounting (ideally in tax)

• Strong communication, interpersonal and organizational skills

• Proficiency in Microsoft Office with an emphasis in MS Excel

TOTAL REWARDS

• Excellent base salary

• Excellent benefits including Medical, Dental, Vision, Life and Disability Insurance, and 401(k) match

• Unlimited PTO and generous vacation policy

• Paid Parental Leave

• Upward mobility

• Hybrid schedule, fun and collaborative culture, and good work/life balance

If you are interested, please email your resume to JWeiss@RGP.com for direct consideration.

ABOUT RGP

As a next-generation human capital firm, we connect the best talent in the market to outstanding traditional roles and high-value projects for our global clients—solving problems in the areas of Business Transformation, Governance, Risk and Compliance, and Technology and Digital Innovation.

Recognized by Forbes as one of “America’s Best Executive Recruiting Firms 2020,” RGP Search has a 35-year track record of identifying leaders for clients from start-ups through Fortune 100.

Our human-first approach to Executive Search means we are relentlessly committed to the perfect match. We deeply understand our clients, their resourcing, and the importance of the intangibles. And while our people are highly experienced, pedigreed and diverse, it is undeniably their humanity and humility which differentiates RGP Search.

Learn more about the humans of RGP (https://careers.rgp.com/people/) and how we support our people (https://careers.rgp.com/attributes-and-benefits/) .

Equal Opportunity Employer

RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.