Attorney in Columbus, OH

Profile

Financial Education Practice Associate
The candidate will help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Will have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Assist the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies. Proactively assist the team in various aspects of the project. Prepare deliverables. Contribute to the development of own and team's technical acumen. Keep up to date with local and national business and economic issues. Work on developing internal relationships and own brand.

Qualification and Experience

The candidate should have a Bachelor's degree. Must have 3+ years of experience. CFP, CPA, CFA and/or J.D. degree are preferred. Demonstrated knowledge of common benefit plans (i.e., defined contribution plan, defined benefit plan, stock options, stock appreciation rights, deferred compensation plan) is desired. Demonstrated ability to provide one-on-one employee financial counseling via phone, email, and occasionally in person is an asset. Proven ability to perform as a technical specialist in individual financial planning and individual income tax is a plus. Demonstrated ability to understand and communicate conceptual and technical ideas is ideal. Proven ability to document call dialogues in writing and summarizing information succinctly is preferred. Ability and willingness to conduct financial planning and benefits education workshops/seminars for client's employees in person or via the web id desired. Demonstrated experience remaining current on individual tax law changes and financial planning knowledge is an asset. Proven experience solving difficult problems and seeking assistance when necessary is a plus. Should preferably be skilled in experimentation with automation and digitization in a professional services environment including: innovating through new and existing technologies, along with experimenting with digitization solutions as well as working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process including reviewing contracts and finding opportunities to introduce new pricing options is ideal.

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