As an Associate Wealth Strategist at Hawthorn, you will prepare income tax returns and personal financial planning analyses for our current and prospective clients. The tax calendar is such that your duties will be seasonally heavy.   Much of your work product will involve the use of MS Office applications as well as specialized tax, estate and financial planning software, and you will learn to apply independent professional scrutiny to computer-generated reports and provide an executive overview of findings in all cases.

Your teamwork will be essential to PNC 's efforts to retain client relationships and attract new ones. You will attend client meetings and internal group meetings, contributing as much as your knowledge and experience permit. Hawthorn's senior practitioners will coach you and review your work product. You will be based in Hawthorn's Pepper Pike, Ohio offices.

The successful candidate will have the following qualifications:
 

Bachelor's degree (additional relevant experience may be considered in lieu of education)

Two to four years' experience in income tax return preparation

Effective listening, written, and oral communication skills

Strong desire to learn personal financial planning principles and master related skills

Experience in preparation of organized, technically proficient work product

CPA or a CPA candidate preferred