This entry-level role is a stepping stone to becoming a Financial Planner, focusing on collecting ... Bachelor's degree in finance, economics, business, or a related field. * Desire and eligibility to ...
This entry-level role is a stepping stone to becoming a Financial Planner, focusing on collecting ... Bachelor's degree in finance, economics, business, or a related field. * Desire and eligibility to ...
CS Manager (Customer Service Assistant Mgr.) - Hybrid (WI-Madison) R0058426
Madison, WI · Hybrid
$60K - $106K/yr
Eight days a month ,we come together in the closest office ( WI-Madison ) within 50 milesto ... tax and accounting, financial and corporate compliance, legal and regulatory, and corporate ...
CS Manager (Customer Service Assistant Mgr.) - Hybrid (WI-Madison) R0058426
Madison, WI · Hybrid
$60K - $106K/yr
Eight days a month ,we come together in the closest office ( WI-Madison ) within 50 milesto ... tax and accounting, financial and corporate compliance, legal and regulatory, and corporate ...
CS Manager (Customer Service Assistant Mgr.) - Hybrid (WI-Madison) R0058426
Madison, WI · Hybrid
$60K - $106K/yr
Eight days a month ,we come together in the closest office ( WI-Madison ) within 50 milesto ... tax and accounting, financial and corporate compliance, legal and regulatory, and corporate ...
CS Manager (Customer Service Assistant Mgr.) - Hybrid (WI-Madison) R0058426
Madison, WI · Hybrid
$60K - $106K/yr
Eight days a month ,we come together in the closest office ( WI-Madison ) within 50 milesto ... tax and accounting, financial and corporate compliance, legal and regulatory, and corporate ...
CS Manager (Customer Service Assistant Mgr.) - Hybrid (WI-Madison) R0058426
Madison, WI · Hybrid
$60K - $106K/yr
Eight days a month ,we come together in the closest office ( WI-Madison ) within 50 milesto ... tax and accounting, financial and corporate compliance, legal and regulatory, and corporate ...
CS Manager (Customer Service Assistant Mgr.) - Hybrid (WI-Madison) R0058426
Madison, WI · Hybrid
$60K - $106K/yr
Eight days a month ,we come together in the closest office ( WI-Madison ) within 50 milesto ... tax and accounting, financial and corporate compliance, legal and regulatory, and corporate ...
Entry Level In Accounting information
See Columbus, WI salary details
$13.55 - $15.30
1% of jobs
$15.30 - $17.05
5% of jobs
$17.05 - $18.80
12% of jobs
$19.49 is the 25th percentile. Wages below this are outliers.
$18.80 - $20.55
18% of jobs
The median wage is $21.73 / hr.
$20.55 - $22.29
21% of jobs
$22.29 - $24.04
16% of jobs
$24.44 is the 75th percentile. Wages above this are outliers.
$24.04 - $25.79
11% of jobs
$25.79 - $27.54
8% of jobs
$27.54 - $29.29
4% of jobs
$29.29 - $31.04
2% of jobs
$31.04 - $32.79
2% of jobs
$13
$22
$32
How much do entry level in accounting jobs pay per hour?
How can I get a job in accounting with no experience?
What are some common challenges faced by entry-level professionals in accounting, and how can they be addressed?
What is the difference between Entry Level In Accounting vs Bookkeeper?
| Aspect | Entry Level In Accounting | Bookkeeper |
|---|---|---|
| Required Credentials | High school diploma or associate's degree; some roles may require accounting certifications | High school diploma; no formal certification typically required |
| Work Environment | Office setting, accounting departments, finance firms | Office or small business settings, handling day-to-day financial record-keeping |
| Employer & Industry Usage | Used across various industries including corporate, non-profit, government | Common in small businesses, retail, and service industries |
Entry Level In Accounting roles often require basic accounting knowledge and may involve supporting senior accountants, while Bookkeepers focus on recording financial transactions and maintaining accurate ledgers. Both roles serve foundational functions in finance but differ slightly in scope and certification requirements.
What are entry level jobs in accounting?
What are the key skills and qualifications needed to thrive as an Entry Level Accountant, and why are they important?
What are common entry-level accounting job titles?
Can you make $100,000 as an accountant?
What is entry-level accounting work?

Full-time
Medical, Retirement
This job post has expired today. Applications are no longer accepted.
Job description
We are seeking a detail-oriented and analytical Financial & Tax Planning Specialist to join our team. This entry-level role is a stepping stone to becoming a Financial Planner, focusing on collecting and analyzing financial data to support the development of comprehensive financial and tax plans. You will work closely with our Financial Planners, leveraging data to create tailored strategies that help clients achieve their financial objectives. This position emphasizes technical proficiency, data analysis, and a commitment to delivering high-quality planning support.
What You'll Do:
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.
What You'll Do:
- 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.
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
About Kestra Holdings
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Austin, TX, US
Year founded
1997