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Remote Cfp Jobs in Springfield, MO (NOW HIRING)

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Senior Tax Advisor -- Dental Practice Specialty Duckett Ladd • Springfield, MO or fully remote ... CFP, attorney, and banker so strategies actually land on the return. · Stay on top of the dental ...

Be Seen First

Senior Tax Advisor -- Dental Practice Specialty Duckett Ladd • Springfield, MO or fully remote ... CFP, attorney, and banker so strategies actually land on the return. · Stay on top of the dental ...

Remote Cfp information

See Springfield, MO salary details

$55.5K

$92.7K

$128.3K

How much do remote cfp jobs pay per year?

As of Jun 16, 2026, the average yearly pay for remote cfp in Springfield, MO is $92,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,100.00 and $104,200.00 per year, depending on experience, location, and employer.

How do Remote CFPs typically build and maintain client relationships without in-person meetings?

Remote Certified Financial Planners (CFPs) leverage digital communication tools like video conferencing, secure messaging, and collaborative financial planning software to connect with clients. Building trust remotely can be challenging, so clear communication, timely follow-ups, and personalized financial advice are essential. Many remote CFPs schedule regular virtual check-ins and use interactive dashboards to keep clients engaged and informed about their financial plans. This approach allows for flexibility and accessibility, while still fostering strong, long-term client relationships.

What are the key skills and qualifications needed to thrive as a Remote CFP (Certified Financial Planner), and why are they important?

To thrive as a Remote CFP, you need a solid background in financial planning, investment strategies, and regulatory compliance, typically supported by a CFP certification and relevant finance degree. Familiarity with financial planning software (like eMoney or MoneyGuidePro), secure communication platforms, and CRM tools is essential. Strong interpersonal skills, self-motivation, and clear virtual communication distinguish outstanding professionals in this role. These capabilities are crucial for delivering trustworthy advice, building client relationships, and efficiently managing tasks in a remote environment.

How Can I Get a Remote Job as a CFP?

The primary qualifications for getting a remote job as a CFP are your CFP license and several years of experience in this field. The license itself is offered exclusively through the CFP Board, which manages the certification process and requires all applicants to meet benchmarks for education, examinations, experience, and ethics. The ethics process involves a rigorous background check, though problems in your past do not necessarily bar you from obtaining certification. Fulfilling the responsibilities and duties of a remote CFP job requires math skills, communication skills, good hearing, flexibility, reliable access to high-speed internet, and creativity when helping clients overcome their unique challenges.

What is the difference between Remote Cfp vs Remote Financial Advisor?

AspectRemote CfpRemote Financial Advisor
CertificationsCertified Financial Planner (CFP)Typically holds CFP or similar certifications
Work EnvironmentRemote, client-facing, planning-focusedRemote, client-facing, investment and planning services
Industry UsageFinancial planning, wealth managementFinancial advisory, investment management
Common Search IntentFinancial planning, certification, remote workInvestment advice, client management, remote work

Remote CFPs primarily focus on comprehensive financial planning and hold specific certifications, whereas Remote Financial Advisors may offer investment advice and wealth management services, often with overlapping certifications. Both roles are client-facing and commonly work remotely within the financial industry, but their core responsibilities differ slightly.

What are remote CFPs?

Remote CFPs are Certified Financial Planners who provide financial planning services to clients virtually, rather than meeting in person. They use technology such as video conferencing, secure messaging, and online financial tools to advise clients on investments, retirement, taxes, and other financial matters. This remote model offers flexibility and convenience for both the planner and the client, allowing access to expert advice regardless of location. Remote CFPs must still meet the same rigorous certification and ethical standards as traditional CFPs.
What are the most commonly searched types of Cfp jobs in Springfield, MO? The most popular types of Cfp jobs in Springfield, MO are:
What are popular job titles related to Remote Cfp jobs in Springfield, MO? For Remote Cfp jobs in Springfield, MO, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Springfield, MO look for? The top searched job categories for Remote Cfp jobs in Springfield, MO are:
What cities near Springfield, MO are hiring for Remote Cfp jobs? Cities near Springfield, MO with the most Remote Cfp job openings:
Infographic showing various Remote Cfp job openings in Springfield, MO as of June 2026, with employment types broken down into 100% Part Time. Highlights an 100% Remote job distribution, with an average salary of $92,727 per year, or $44.6 per hour.
Senior Tax Advisor

Senior Tax Advisor

Duckett Ladd LLP

Springfield, MO • Remote

$110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

Senior Tax Advisor — Dental Practice Specialty

Duckett Ladd  •  Springfield, MO or fully remote  •  $110,000+ base + bonus

About us

We're a boutique CPA firm built around helping dentist grow their practice and keep more of what they earn. Our clients are the dentists, orthodontists, oral surgeons, and DSO operators who need more than a tax return — they need a year-round strategist who knows their world. We’re growing rapidly which is creating tremendous opportunities in the firm, specifically in the tax advisory role.


The role

You will be the lead tax advisor for a portfolio of high-net-worth dental practice clients. This is an advisory seat, not a compliance-management seat. Your week is split between proactive strategy work, client conversations, and quarterbacking the team that handles execution. You will be the trusted face of the firm to your clients — the person whose name is on the engagement, whose calls get returned same-day, and whose strategies actually get implemented.


What you'll actually do

·        Own 50–60 dental practice client relationships as their go-to tax advisor — quarterly check-ins, mid-year strategy reviews, and year-end planning meetings.

·        Build and present multi-year tax projections, scenario models, and savings strategies in language a dentist actually wants to hear.

·        Lead implementation: coordinate with our preparers, bookkeepers, and the client's CFP, attorney, and banker so strategies actually land on the return.

·        Stay on top of the dental industry — DSO trends, associate-to-owner transitions, equipment expensing under §179 and bonus, sales/use tax exposure, pass through entity taxation, real estate held alongside the practice, etc.

·        Mentor tax seniors and review their analytical work.


You should apply if

·        You hold a CPA (or EA + Master of Taxation) and have 5–10+ years in public accounting, preferably with at least 3 in a dedicated dental, medical-practice, or high net worth (HNW) business-owner book.

·        You enjoy the client conversation as much as the technical work. You return calls fast, write clear emails, and your clients describe you as someone who actually explains things.

·        You're comfortable being the relationship lead — your name is on the engagement, not buried two levels down.

·        You're tired of the partner-track grind but still want a real career path and ownership of your client relationships.

·        Bonus signal: meaningful prior experience designing and implementing tax strategies for dental practices, medical professionals, or other high-net-worth business owners — entity design, owner comp, retirement, real estate, equipment expensing, multi-state, practice acquisitions, and transitions.


Why this seat is different

·        Real advisory work, not compliance triage. Compliance gets done by our prep team. You do the strategy and the relationship.

·        50-hour busy seasons, not 70. We have engineered the work so that the heavy week is 50 hours, and we mean it.

·        Springfield or fully remote. We have a real office in Springfield, MO if you want one. If you don't, we will fly you in for team all-hand meetings.

·        Comp built for senior advisors. Base $110,000+, plus quarterly profit sharing bonus. We invest heavily in your development — CPE, license fees, advanced-strategy training, and continuing education are fully covered, and we expect you to use them.

·        A real path to Director or Practice Leader without the partner-track politics. We will talk about long-term ownership when it is earned, not as a price of admission.


How to apply

Please apply through ZipRecruiter. Along with your résumé add a short note about one tax strategy you have implemented for a dental or HNW client that you are proud of — and what made it work.

Duckett Ladd is an equal opportunity employer. We welcome applicants of every background, identity, and experience level.

Company Description

Duckett Ladd Advisors is a CPA firm that provides guidance for dentist so they can build a practice that supports the life they want to live.