Are you an experienced and motivated accountant or financial planner looking to make a profound impact in people's lives? We are seeking a dedicated and empathetic experienced financial professional to join our team and provide invaluable guidance to individuals navigating the complexities of divorce. Your primary responsibility will be to provide comprehensive financial analysis, asset-liability-cash flow assessments and expert witness testimony in the divorce process.
Remote work is available, with occasional in-person attendance required for client and team meetings.
Essential Functions
Conduct in-depth analysis of clients' financial situations, including assets, liabilities, income, expenses, and investments.
Develop financial projections considering settlement options and long-term planning goals.
Prepare financial reports and expert opinions.
Collaborate with clients, their attorneys, and other professionals.
Assist in negotiating settlements and participate in mediation or court proceedings as an expert witness when required.
Educate clients on the financial aspects of divorce, empowering them to make informed decisions that align with their financial objectives.
Address client concerns and questions regarding financial matters throughout the divorce process.
Job Qualifications
5 - 7+ years of relevant financial experience
Bachelor's degree in finance, accounting, economics, or a related field. A master's degree or professional certifications (e.g., CPA, CFP, Certified Divorce Financial Analyst, Accredited in Business Valuation) are strongly preferred; candidates on track to complete a designation will be considered
Proven experience working in financial planning and analysis preferred
Knowledge of individual income tax
Strong analytical skills
Excellent interpersonal and communication skills
Proficiency in Microsoft Excel
Ability to work independently, manage multiple clients and prioritize tasks effectively
Self-starter with a desire to grow within a specialized and dynamic team
About the team
Joining our Divorce Financial Planning team offers a unique opportunity to make a significant impact on high-net-worth individuals and families navigating complex divorce cases involving business and personal assets. We believe that skills and potential can often outweigh years of experience alone and at CBM we value diverse perspectives and recognize that talent comes in various forms. We welcome applicants from all backgrounds, including those with less experience and or less traditional experience.
If you have transferable skills, a strong work ethic, and a demonstrated ability to adapt and learn quickly, we are excited to hear from you. Our team is dedicated to helping you develop and succeed in your role, providing necessary training and mentorship along the way.
Company Benefits
401(k) and Profit-Sharing Plan
10 Paid Holidays
Paid Time Off
Bereavement/Jury Duty Leave
Paid Parental Leave
FSA/Dependent Care
Life Insurance
Short and Long-Term Disability
Volunteer Community Service Day
Healthcare Benefits - medical, dental, vision & other programs
Paid Parking & Metro
Subsidized Employee Wellness and Fitness Program
Mentorship Program - Project Clear Path
Professional Training & Development
Tuition Reimbursement
CFP, CPA and Other Certifications Assistance
Professional Memberships
Business Casual Work Environment
Fun Firm Activities
** CBM is an Equal Opportunity Employer dedicated to diversity and inclusion **
Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, has provided professional services to clients in the Washington, DC area and throughout the Mid-Atlantic region since 1921. CBM is committed to providing exceptional financial solutions to ensure clients’ success, cultivating a diverse and collaborative team, and leaving a lasting positive impact in our communities. The firm serves not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, family-owned businesses, and other businesses, and delivers financial planning, and litigation and divorce financial services. CBM’s subsidiary, May Barnhard Investments, LLC, is a fee-only wealth management advisory firm that offers comprehensive financial planning and investment management services.
Awards and Recognition:
•Regional Leaders – Capital Region, Accounting Today, 2021-2023
•25 Largest Accounting Firms, Washington Business Journal, 2018-2020, 2023
•Top Places to Work, Bethesda Magazine 2022
•Best Firm for Equity Leadership, Accounting MOVE Project, 2019-2022
•Top 300 Firms, INSIDE Public Accounting, 2019-2022
•Top Corporate Phi...lanthropist, Washington Business Journal, 2020-2021
•Fastest Growing Firm, INSIDE Public Accounting, 2020
