Financial & Tax Planner

What you gain

Based in Bellevue, Washington with a hybrid work arrangement, this role offers a competitive salary of $80,000 to $100,000 per year. You will collaborate with lead wealth advisors to deliver comprehensive financial plans and tax projections, and you will lead tax return preparation during tax season. Stabler Wealth Management supports your professional growth with a clear path to the CFP designation and licensing assistance, along with a robust benefits package designed to support your career and work‑life balance.

Benefits

• 401(k) and 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Free financial planning for employees
• Parking included
• Educational reimbursements for CFP, EA, CPA, and CE credits
• Meal perks
• Company events and team celebrations
• Summer half-day Fridays

Responsibilities

• Use tools such as eMoney, Holistiplan, Wealth.com, and others to build financial plans, model estate plans, analyze tax returns, and create projections that guide client recommendations
• Lead our new tax return preparation service, leveraging AI tools to prepare and review client tax returns accurately and efficiently
• Collaborate with lead advisors on tax‑aware planning decisions including Roth conversions, ESPP timing, RSU sales, charitable strategies, and retirement income sequencing
• Prepare client meeting materials such as agendas, plan updates, scenario comparisons, and action items
• Coordinate implementation of planning recommendations between client meetings, working with the operations team on execution (examples: Roth conversions, charitable giving strategies, RMD planning)
• Maintain professional, warm, and timely communication with clients regarding planning and tax matters
• Identify opportunities to improve processes, enhance the client experience, and strengthen the firm's planning and tax work as the business grows

Requirements

• Analytical mindset with strong attention to detail
• Ownership and follow‑through, with reliability to drive work to completion, especially during tax season
• 2+ years of professional experience in financial planning, tax, or related field; strong internship or coursework considered for recent graduates
• Strong written and verbal communication skills for professional interaction with clients and colleagues
• Ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Excel and Word; comfortable learning new systems
• Bachelor's degree from an accredited university
• Desire to pursue the CFP designation with full financial support from the firm; CFP growth path importance to the role
• Willingness to obtain necessary securities licenses upon joining (firm supports the licensing process)
• EA or CPA designation encouraged for deeper tax specialization, but optional

Technologies we use

• eMoney
• Holistiplan
• Wealth.com
• Microsoft Excel
• Microsoft Word

Location and schedule

Hybrid remote work arrangement in Bellevue, WA 98004. Ability to commute to the Bellevue location is required.

How to apply

Apply through Indeed or send your resume to [email protected]