Tax Planning Associate en RFG ADVISORY LLC

Description

Do you understand the value of and experience with keeping accurate books and records for small businesses? Do you thrive on translating complex tax and accounting rules into proactive strategies that bring value to clients?

Join a comprehensive financial planning firm where tax knowledge and strategy meet. We’re seeking a Tax Planning Associate who thrives on turning numbers into opportunities. 

Our partner, CMC Financial , is seeking a detail-oriented Tax Planning Associate who is passionate about helping clients make the most of their financial opportunities. In this role, you’ll prepare accurate tax returns and work alongside our advisory team to craft forward-looking tax strategies—ensuring each client’s financial life is clear, compliant, and built for long-term success.

Location:

• This position is located on-site in Birmingham, Alabama. 

Key Responsibilities:

• Prepare, review, and file individual, business, trust, and estate tax returns in compliance with current laws and regulations.
• Maintain clear, organized records to support all filings and ensure audit readiness.
• Collaborate with senior team members to identify potential tax savings opportunities and implement strategic tax plans.
• Update, reconcile, and monitor financials for business clients that utilize QuickBooks.
• Complete payroll then prepare and file quarterly and annual compliance reports 
• Conduct research on evolving tax laws and regulations to ensure compliance and support planning initiatives.
• Engage with clients to collect information, explain filing details, and introduce tax planning concepts. Willingness to network and acquire new clients
• Participate in ongoing professional development to enhance your technical and advisory skills.

Benefits: 

• Generous PTO, Company Holidays & Charitable Workday 
• Health, Dental and Vision Insurance with company stipend 
• 401(k) + Safe Harbor contribution 
• Company-sponsored Short-term and Long-term Disability + Life Insurance 
• Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents 
• Dependent Care FSA, Medical FSA and HSA with qualifying medical plans 
• Parental Leave 
• Surface Pro + Home setup 
• Continuing education and professional development support 
• Loads of awesome RFG Swag! 

Company Overview:

CMC Financial is a comprehensive financial planning firm based in Birmingham, Alabama, dedicated to helping individuals, families, and business owners build and protect their financial futures. For nearly three decades, our senior team members have guided clients through the ever-changing puzzle of personal finance—covering retirement, education funding, insurance, taxes, estate matters, business succession, and wealth management. Our approach blends technical knowledge with a deep understanding of each client’s goals and values, ensuring every financial plan is both personal and practical.

As we continue to grow, we are expanding our income tax and bookkeeping services to complement our established planning and investment offerings. The addition of a Tax Associate marks an exciting step forward in delivering even greater value to our clients. This role will help us strengthen the connection between proactive tax planning, accurate recordkeeping, and long-term wealth strategies. Joining CMC Financial means becoming part of a collaborative team that values skill, innovation, and client relationships—and playing a direct role in shaping the future of our firm’s tax practice.

Requirements

Qualifications: 

• Prior experience in tax preparation (individual, business, or both) strongly preferred.
• Prior experience or familiarity with payroll quarterly and annual compliance preferred.
• QuickBooks Experience Preferred (with a willingness to become QuickBooks Certified)
• CPA, EA, or working toward designation preferred, but not required (must have willingness to earn designation)
• Strong analytical skills and meticulous attention to detail.
• Excellent verbal and written communication skills, with a client-friendly approach.
• Desire to learn and apply advanced tax planning strategies.
• Proficiency with tax preparation software and Microsoft Office Suite.