Looking for a CPA to prepare tax returns and become a financial advisor

Briggs Wealth Management, Inc. is an independent financial planning firm established in 1999, and is committed to delivering comprehensive, personalized services to our clients.  Our offerings include investment management, estate planning, retirement planning, tax preparation, insurance analysis, and more. We take pride in our independence and operate with the highest standards of professionalism and integrity.

We are currently seeking a CFP® professional with 7+ years of industry experience including a strong background in tax preparation. This is a unique opportunity to become part of a growing business that places clients’ interests first.  The ideal candidate should hold a CPA license and/or CFP certification.  We are open to discussing this opportunity with an experienced CPA or Enrolled Agent, even if they do not have a background in financial planning. Our office is located in Glastonbury, CT, offering a welcoming, professional, and fast-paced work environment where high standards and team collaboration are valued.

This is a full-time position in office working Monday to Friday, W-2 employment.