Serving you is our pleasure

Tax Analyst (Remote)

Are you ready to find an opportunity where your analytical problem-solving directly supports strategic financial planning? Are you a thoughtful, deliberate, and precise craftsman with an eye for managing details? Do you thrive in a systematic environment and enjoy structure with completing your work? We are looking for someone passionate about precision and problem-solving, and is ready to make a meaningful impact. 

We are Pandowealth. Our mission is to provide financial wisdom and leadership to the quickly growing network of Chick-fil-A store Operators and Support Center Employees across the nation. We are searching for a talented Tax Analyst to join our growing team of experts whose knowledge and skills will make a difference in the lives of our clients and their families. We feature a competitive comp package and benefits, visionary leadership, a quickly growing organization focused on excellence and developing a highly efficient culture, and an emphasis on a family-first approach with our team. We invest in our people

We are currently seeking a Tax Analyst to serve our clients’ tax needs in a timely and accurate manner. This person will play a crucial role in supporting our clients' tax needs while gaining valuable experience in the field of taxation and accounting.

If this sounds like you, then keep reading!

Responsibilities

• Assist in preparing tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Verify the accuracy of financial data and documentation.
• Collaborate with clients to gather necessary tax-related information and documents.
• Address client inquiries and provide thorough explanations regarding tax matters primarily via email.
• Maintain strong client relationships through clear and professional communication.
• Conduct research on tax laws, regulations, and updates.
• Analyze tax implications for various financial transactions.
• Stay updated on changes in tax legislation and their impact on clients.
• Supports Compliance to maintain an effective and robust investment advisory compliance program.
• Performs other compliance-related tasks and projects as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Must have or be pursuing the requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA)
• Strong tax research skills
• Demonstrated quality service mindset, strong technical aptitude, and critical thinking skills
• Excellent communication, time management, and project management skills; flexible and adaptable team player; and resourceful in delivering high-quality work
• 0-2 years of experience in tax or financial services
• Excellent communication skills (verbal, written, and listening)
• Technically savvy and capable of integrating into a virtual work environment
• Works well with detailed assignments
• Proficient in Google Drive
• Proficiency in Salesforce preferred
• Demonstrates personal integrity, and honesty and can deal with confidential information daily 
• Models professionalism in the workplace and when speaking with clients and vendors
• Ability to deal with stress in an ever-changing investment market and financial services 
• Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems

Position Summary

Location: Remote

Status: Full-Time, Exempt

Compensation Range: $50,000 - $70,000 base pay; plus incentives and designation pay

Supervisor: Director of Tax

Benefits:

• Defined career path and upward mobility
• Flexible work schedule
• Unlimited vacation time 
• Health, dental, and vision insurance
• Life Insurance
• 401(k) retirement plan with 5% company match
• Annual professional development allowance
• Education reimbursement opportunities
• Cell Phone / Internet Subsidy
• 4 weeks paid maternity/paternity leave for birth or adoption of a child
• Office set up allowance
• Branded clothing allowance
• Reimbursement for costs associated with certifications & maintaining CE's
• Company-owned laptop computer provided

‍

‍The following graphic from Traction (our Entrepreneurial Operating System) describes what we want for our team.

If this sounds like you:

1. Follow this link to take a brief survey and upload your resume + cover letter.
2. Email talent@pandowealth a 2 minute informal video explaining the following:

• Why Pandowealth?
• Why you are the best candidate for the role?

‍

Wanted: A Dynamic People Leader with an Eye for Detail

Are you someone who can lead teams of people, has strong attention to detail, loves processes and procedures, and enjoys project management? Do you thrive in ensuring clients are well served and raving fans? Do you love solving problems, keeping a fast moving business on the right track, and working cross-functionally around the organization? Do you enjoy having a seat at the table to help lead strategy and implementation? If so, please read on and apply.

We are currently seeking a Director of Operations who is familiar with the financial planning and investment
management industry, and is dedicated to helping take our company to the next level. This position requires a goal-
oriented, self-motivated and professional person.

General Responsibilities:

• Lead strategic and implement projects for the organization and serve on the management team
• Engage Advisory teams through back-office operational support / compliance oversight
• Align and develop policy and procedure structure to focus on workflow process
• Manage, support, and implement firm wide strategic initiatives including HR functions
• Lead, oversee, and support CS team by aligning quality goals and revenue goals of firm
• Manage projects, employee management, business process functionality
• Must have strong technology skills and familiarity with industry related technology and visual tools
• Continually learn other functions, operations and client requests to properly leverage senior advisors

Qualifications:

• Professional and knowledgeable demeanor
• Enthusiasm for financial planning
• Bachelor’s degree
• CFP education is a plus, but not required
• Leadership experience
• Excellent knowledge of and experience in the securities industry, regulations, financial planning and
  investment management
• Strong verbal and written communication skills
• Ability to identify, meet and follow through with client’s needs and requirements
• Must be a self-starter and a problem solver
• Must interact effectively with office staff and be a goal-oriented team player
• Strong attention to detail
• Must demonstrate excellence in organizational and time management skills
• Able to perform multiple tasks efficiently and accurately
• Exceptional phone and client service skills, positive and upbeat attitude at all times

Firm Info

We feature a competitive comp package and benefits, visionary leadership, a quickly growing organization focused on excellence and developing a highly efficient culture, and an emphasis on a family-first approach with our team.

‍Location: Remote

Status: Full-Time, Exempt

Compensation Range: $70,000 - $120,000 base pay; plus incentives and designation pay

Supervisor: CEO

Benefits

• Flexible work schedule
• Unlimited vacation time 
• Health, dental, and vision insurance
• Life Insurance
• 401(k) retirement plan participation, with up to 5% company match
• Annual professional development allowance
• Education reimbursement opportunities
• Cell Phone / Internet Subsidy
• 4 weeks paid maternity/paternity leave for birth or adoption of a child
• Office set up allowance
• Branded clothing allowance
• Reimbursement for costs associated with certifications & maintaining CE's
• Company-owned laptop computer provided

‍The following graphic from Traction (our Entrepreneurial Operating System) describes what we want for our team.

If this sounds like you:

1. Follow this link to take a brief survey and upload your resume + cover letter.
2. Email talent@pandowealth a 2 minute informal video explaining the following:

• Why Pandowealth?
• Why you are the best candidate for the role?

‍

MISSION

The Paraplanner at Pandowealth is an integral part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit. 

The Paraplanner supports the wealth management department through client engagement and planning support. This individual is responsible for the management and monitoring of the financial plan development ensuring a consistent positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner. 

This position requires a proactive approach and ability to independently carry out the duties of the position. The ideal candidate should exhibit high standards, excellent communication skills, good judgment and ability to take initiative. The ability to effectively manage time and multi-task with attention to detail is critical to this role.

‍

ESSENTIAL RESPONSIBILITIES

Client and Advisory Engagement

• Analyzes information and evaluating results to choose the best solution to solve client or operational problems and being accountable and held responsible for those decisions.
• Actively participate in all assigned Advisor client meetings. 
• Demonstrate the ability to escalate potential client issues to Advisor as appropriate. 
• Actively document all notes and action items during client meetings and ensure all commitments made by the Advisor are being completed in a timely manner. 
• Review task assignments for each client and work directly with team members to ensure all follow-up and action items as a result of client meetings are documented in CRM and completed within the specified time frame. 
• Under the direct oversight of the Advisor, actively engage in Client Case Prep meetings, providing recommendations and feedback relative to the client’s financial plan as appropriate. 
• Responsible for reviewing statements, forecasting review data, developing a meeting agenda format, creating presentations, case documentation and deliverables for all assigned clients. 
• Manage developing and maintaining documentation utilizing client documentation standards. 
• Ensures the compiling, coding, categorizing, calculating, tabulating, auditing, reconciling, downloading and verifying of client data in the organizations’ client related software programs, including CRM’s, Financial Planning Software, Investment Management software, and other related or connected programs is completed according to procedure.
• Identifies information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events, in the relationship and the data of the clients.
• Utilizes the ability to add, subtract, multiply, or divide numbers quickly and correctly.  The in-depth understanding of time value of money:  present value, future value, annuity payments, internal rate of return and compounding interest.

• Engage and prepare client onboarding requirements with financial planning software
• Update CRM with client data and work through client process
  

Compliance

• Supports Compliance to maintain an effective and robust investment advisory compliance program
• Performs other compliance related tasks and projects as assigned

‍

POSITION SPECIFICATIONS

Experience and Education:

• 0-1 years direct advisory focus
• Learn core financial planning and development of core client cases
  

Skills and Knowledge:

• CFP® education or certification is a plus
• Excellent communication skills (verbal, written and listening)
• Proficient in Microsoft Office Suite required
• Proficiency in Salesforce preferred
• Knowledge of Broker Dealer and Investment Advisory Regulations a plus
• Proficient in Google Drive
• Demonstrates personal integrity, honesty and is able to deal with confidential information on a daily basis. 
• Ability to deal with stress in an ever-changing investment market and financial services 
• Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems

‍

FIRM INFORMATION

We feature a competitive comp package and benefits, visionary leadership, a quickly growing organization focused on excellence and developing a highly efficient culture, and an emphasis on a family-first approach with our team.

‍Location: Remote

Status: Full-Time, Exempt

Compensation Range: $45,000 - $75,000 base pay; plus incentives and designation pay

Supervisor: Director of Financial Planning

Benefits:

• Defined career path and upward mobility
• Flexible work schedule
• Unlimited vacation time 
• Health, dental, and vision insurance
• Life Insurance
• 401(k) retirement plan with 5% company match
• Annual professional development allowance
• Education reimbursement opportunities
• Cell Phone / Internet Subsidy
• 4 weeks paid maternity/paternity leave for birth or adoption of a child
• Office set up allowance
• Branded clothing allowance
• Reimbursement for costs associated with certifications & maintaining CE's
• Company-owned laptop computer provided

‍The following graphic from Traction (our Entrepreneurial Operating System) describes what we want for our team.

If this sounds like you:

1. Follow this link to take a brief survey and upload your resume + cover letter.
2. Email talent@pandowealth a 2 minute informal video explaining the following:

• Why Pandowealth?
• Why you are the best candidate for the role?

MISSION

The Client Service Associate at Pandowealth is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients. 

The key role of this position is to engage and support the overall success of many different projects and initiatives and by working side-by-side with our Advisory and Client Services teams. The Client Service Associate focuses on team engagement, client success, and project managing assignments. This individual enjoys and excels at managing the day to day operations, communications, investment management, compliance, and technology.

This position requires a proactive approach and an ability to independently carry out the duties of the position. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks. The ability to effectively manage time and multi-task with attention to detail is critical to this role. The Client Service Associate must be confident about decision-making under uncertainty and under extreme time pressure.

This is an entry level position that offers a defined career path with opportunities for advancement.

‍

ESSENTIAL RESPONSIBILITIES

‍Client and Firm Engagement

• Provides administrative support as needed: answers calls, manages contacts, manages schedules, produces reports, and creates presentation materials
• Maintains and retains office files consistent with firm/professional policies and requirements
• Supports marketing and client events as requested including newsletters, blog, social, website, communications, office events, etc.
• Conducts other administrative related tasks and projects as needed
• Sends paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules pertaining to electronic signatures 
• Quality check and submit custodial items for processing

Advisory

• Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepared for upcoming client meetings
• Support client onboarding requirements for financial planning, investment management, business retirement plans, and tax prep services.
• Prepare and produce back-office support demands for basic client account requests
• Support back-office initiatives and/or core projects that support Advisory teams
• Gather and prepare necessary information for advisory meetings with clients.

Compliance

• Supports Compliance to maintain an effective and robust investment advisory compliance program
• Conducts certain compliance program tests
• Performs other compliance related tasks and projects as assigned

‍

POSITION SPECIFICATIONS

Experience and Education:

• Bachelor’s degree preferred
• Preference given to those pursuing FPQP (Financial Paraplanner Qualified Professional) certification 
• 0-4 years in Client Services role
• Experience with G Suite, Microsoft Office, Salesforce, and DocuSign is desired.

Skills and Knowledge:

• Excellent communication skills (verbal, written and listening)
• General tech stack proficiency 
• Knowledge of RIA operations, regulations, compliance, and oversight
• Demonstrates personal integrity, honesty and can deal with confidential information daily
• Ability to handle stress in an ever-changing investment market
• Excellent time management and strong organizational skills
• Ability to prioritize multiple tasks and anticipate potential problems

‍

FIRM INFORMATION

We feature a competitive comp package and benefits, visionary leadership, a quickly growing organization focused on excellence and developing a highly efficient culture, and an emphasis on a family-first approach with our team.

‍Location: Remote

Status: Full-Time, Exempt

Compensation Range: $35,000 - $50,000 base pay; plus incentives and designation pay

Supervisor: Director of Operations

Benefits:

• Defined career path and upward mobility
• Flexible work schedule
• Unlimited vacation time 
• Health, dental, and vision insurance
• Life Insurance 
• 401(k) retirement plan with 5% company match
• Annual professional development allowance
• Education reimbursement opportunities
• Cell Phone / Internet Subsidy
• 4 weeks paid maternity/paternity leave for birth or adoption of a child
• Office set up allowance
• Branded clothing allowance
• Reimbursement for costs associated with certifications & maintaining CE's
• Company-owned laptop computer provided

‍The following graphic from Traction (our Entrepreneurial Operating System) describes what we want for our team.

If this sounds like you:

1. Follow this link to take a brief survey and upload your resume + cover letter.
2. Email talent@pandowealth a 2 minute informal video explaining the following:

• Why Pandowealth?
• Why you are the best candidate for the role?