Milestone Financial Planning is a Certified B-Corp fee only financial planning firm in New England. We are fiduciaries who put the needs of our clients before our own. We also place a high amount of value on taking care of our employees and providing them with a work environment that creates balance and a sense of purpose in their lives. Milestone is constantly evolving, and this change is driven collectively by our employees for the betterment of all.

About Us

Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a difference in people's lives. Our clients (75% local in NH and MA) rely on us to provide comprehensive financial and retirement planning services, emphasizing reducing lifetime taxes. We are a small team of professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance.

We heavily emphasize tax planning and offer tax preparation to clients directly. This role sits at the center of that practice, working closely with our advisors and operations team to make sure every client's tax picture is handled with care and precision.

At every level, we emphasize that your ideas and insights are encouraged and highly valued. We believe that innovation and collaboration thrive when everyone's unique perspectives and contributions are acknowledged and respected. Whether you're just starting out or have years of experience, your input is vital to our collective success.

Responsibilities

You will take primary responsibility for our tax preparation practice, reviewing and signing approximately 200 individual and small business returns each season, using Lacerte. You'll serve as the firm's go-to resource for tax questions from clients and advisors, and you'll handle all IRS and state tax notices and correspondence on clients' behalf, from initial review through resolution.

Outside of tax season, you'll participate in year-round tax planning — Roth conversions, withholding strategy, charitable giving, equity compensation, and small business planning — using Holistiplan, and you'll support a Senior Advisor with financial planning work as a Planning Associate (or as an Associate Advisor, once you hold or earn your CFP® certification), including preparing financial plans and joining client meetings.

You will be supported by our tax, operations, and compliance teams, and mentored by a Senior Advisor to help develop your career beyond tax into financial planning and advisory work.

Qualifications

Active NH CPA license. Strong verbal and written communication skills, with the ability to serve as a trusted point of contact for clients and advisors. Ability to exercise discretion and independent professional judgment in reviewing and signing client returns.

Experience

3+ years of individual and small business tax preparation experience. CFP® certification, or demonstrated interest in pursuing it, is a plus. Experience responding to IRS and state tax notices is a plus. Prior exposure to financial planning is a plus. Prior experience with any of our technologies is helpful:

• Lacerte Tax
• Holistiplan
• Right Capital
• Advyzon

Benefits

• Defined path toward CFP® certification, with firm-funded coursework, exam preparation, and exam fees
• Participation in annual profit sharing based on relative performance and team building, paid in December
• 4% 401(k) match
• Section 125 Cafeteria Plan (~$11,000/year) which can be used to purchase health and dental insurance and/or HSA funding
• Company-paid short- and long-term disability
• Company-paid continuing education
• Company-paid membership in professional organizations
• Positive, family-first culture and flexible work environment — standard office hours are 8:00AM-4:00PM, with core hours of 10:00AM-2:00PM
• On-site for the first year, with hybrid flexibility available after
• Vacation and sick leave
• Parental leave
• Top-notch technology and equipment
• You will be mentored by a Senior Advisor to assist with your career development beyond tax into financial planning and advisory work