Bluespring Wealth Partners · 5 months ago
Financial & Tax Planning Specialist
Madison, WI
Full-time
Onsite
New Grad, Entry LevelBluespring Wealth Partners is a client-centric Registered Investment Advisor focused on empowering clients to achieve financial well-being. They are seeking a detail-oriented and analytical Financial & Tax Planning Specialist to support the development of comprehensive financial and tax plans by collecting and analyzing financial data, working closely with Financial Planners to create tailored strategies for clients.
Financial Services
Responsibilities
Data Collection for Financial and Tax Planning: Gather comprehensive client financial data, including income, expenses, assets, liabilities, tax returns, investment accounts, and insurance policies
Conduct initial client interviews or follow-up communications to collect accurate and complete financial information, ensuring all relevant details are captured
Organize and input client data into financial planning software and CRM systems for analysis and plan development
Verify the accuracy of collected data by cross-referencing documents and resolving discrepancies with clients or senior planners
Research client-specific tax documents (e.g., W-2s, 1099s, K-1s) to identify relevant tax-related information for planning purposes
Data Analysis for Financial and Tax Plans: Analyze and exercise significant judgment regarding client financial data to identify trends, gaps, and opportunities for optimizing financial and tax strategies
Perform calculations related to cash flow, net worth, retirement projections, and tax liabilities to support plan development
Evaluate tax-related data to identify potential deductions, credits, or strategies (e.g., Roth conversions, charitable contributions) under senior planner guidance
Use financial planning tools to model scenarios, such as retirement income projections or tax-efficient investment strategies, to inform plan recommendations
Prepare detailed reports and visualizations (e.g., charts, graphs) to illustrate financial and tax planning outcomes for client presentations
Client and Team Support: Prepare client-facing materials, such as data summaries or plan drafts, to clearly communicate financial and tax planning insights
Assist in client meetings by presenting data-driven findings or answering basic questions about data inputs under senior planner supervision
Collaborate with senior planners and other team members to ensure seamless integration of data analysis into client deliverables
Maintain organized, accurate records of all client data and analyses in compliance with firm policies and regulatory standards
Exercise judgment and discretion regarding the creation of firm policies and procedures for our financial planning process
Qualification
Required
Bachelor's degree in finance, economics, business, or a related field
Desire and eligibility to pursue the Certified Financial Planner (CFP®) designation and Series 65 license
Candidates holding other financial-related designations/licenses such as a CPA will be strongly considered
Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships
Strong analytical skills
Ability to work independently and collaboratively in a team-oriented environment
Commitment to fiduciary responsibility, ethical conduct, and client-first principles
Benefits
Full health, vision, dental.
401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
Company
Bluespring Wealth Partners
Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
Founded in 2005
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Osborne
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase