Finance and Tax Professional

AP Professionals of Rochester
July 29, 2020
Rochester, New York
Job Type
Work Hours
8 am-5 pm plus additional hours as needed to meet requirements of the position
Salary Range
$61K - $80K, $81K - $100K
Base Salary
Street Address
500 Linden Oaks


The Finance and Tax Professional will be a part of a successful wealth management practice.  Our client is seeking a long-term employee who would desire to become a partner down the road.  This is an excellent opportunity for a client-facing and enthusiastic professional in search of a more interactive and consultative focus.


  • Tax planning and preparation for an established client base.
  • Work with the partners in support of financial planning projects to include research, modeling, and report development
  • Work within the financial planning software
  • Build skills for handling advisory meeting directly
  • Maintain RIA compliance calendar and complete requirements on a timely basis- both ongoing and in accordance with imposed deadlines
  • Leads the management of Broker-Dealer licensing and continuing education requirements
  • Client onboarding
  • Handles the account maintenance for client records
  • Provide suggestions and lead projects for process improvements


  • Bachelor's degree required
  • CPA or EA preferred
  • MBA is desired
  • Securities / investment licenses , CFP designations welcome


  • Prior tax experience - individual tax preparation, tax planning
  • Strong accounting background
  • Prior financial advisory experience for individuals is desired

Knowledge, Skills, Abilities, and Other Characteristics

  • Self-starter
  • Professional presentation
  • Excellent communication skills
  • Strong computer skills
  • Willingness to learn and grow
  • Pro-active
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