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Retirement Planning Accountant Jobs (NOW HIRING)

AlphaX

Senior Tax Accountant / CPA

Hackensack, NJ · On-site

$90 - $120/hr

Participate in retirement, estate, and financial-planning meetings * Coordinate tax strategies with financial advisors * Deliver year-round accounting, tax, and consulting services * Build and ...

AlphaHire

Senior Tax Accountant / CPA

Hackensack, NJ

$89K - $114K/yr

Participate in retirement, estate, and financial-planning meetings * Coordinate tax strategies with financial advisors * Deliver year-round accounting, tax, and consulting services * Build and ...

AlphaHire

Senior Tax Accountant / CPA

Hackensack, NJ · On-site

$89K - $114K/yr

Participate in retirement, estate, and financial-planning meetings * Coordinate tax strategies with financial advisors * Deliver year-round accounting, tax, and consulting services * Build and ...

AlphaHire

Senior Tax Accountant / CPA

Hackensack, NJ · On-site

$89K - $114K/yr

Participate in retirement, estate, and financial-planning meetings * Coordinate tax strategies with financial advisors * Deliver year-round accounting, tax, and consulting services * Build and ...

NorthPoint Search Group

Tax Accountant

Dunwoody, GA · On-site

... financial planning services including estate, succession, and retirement planning. Key ... Accounting (MBA preferred) • Minimum of 3 years of tax preparation experience • Strong ...

AlphaHire

Tax CPA - Wealth Management & Advisory

Oradell, NJ · On-site

$113K - $148K/yr

Participate in retirement planning, wealth management, and financial advisory initiatives. * Attend ... Active CPA license required. * 1-3+ years of public accounting or tax experience. * Experience ...

AlphaHire

Tax CPA - Wealth Management & Advisory

Oradell, NJ · On-site

$113K - $148K/yr

Participate in retirement planning, wealth management, and financial advisory initiatives. * Attend ... Active CPA license required. * 1-3+ years of public accounting or tax experience. * Experience ...

Accounting Fly

Senior Tax Accountant

NY · Remote

$85K - $95K/yr

Advise clients on entity structure, retirement planning, estimated taxes, accountable plans, and ... Mentor Tax Accountants and Senior Staff Accountants; review work, provide feedback, and support ...

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Retirement Planning Accountant information

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How much do retirement planning accountant jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for retirement planning accountant in the United States is $26.32, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $29.57 per hour, depending on experience, location, and employer.

What is a retirement planning accountant?

A Retirement Planning Accountant is a financial professional who specializes in helping individuals and businesses prepare for retirement. They provide advice on retirement savings strategies, tax implications, investment options, and retirement income planning. Their goal is to ensure clients can achieve a financially secure retirement by creating tailored plans based on clients' needs and goals. Retirement Planning Accountants often work closely with other financial advisors and estate planners to coordinate a comprehensive approach. They also help clients navigate changing laws and regulations related to retirement accounts and benefits.

How does a retirement planning accountant typically collaborate with financial advisors and clients?

Retirement Planning Accountants frequently work alongside financial advisors to develop comprehensive retirement strategies tailored to each client's goals. They analyze financial statements, assess tax implications, and provide projections to ensure clients maximize their retirement savings and meet regulatory requirements. Regular communication with both clients and advisors is essential, as accountants must clarify complex financial concepts and update plans based on changing circumstances. This collaborative approach helps deliver well-rounded, effective retirement solutions.

What are the key skills and qualifications needed to thrive as a retirement planning accountant, and why are they important?

To thrive as a Retirement Planning Accountant, you need strong expertise in accounting principles, tax laws, and financial planning, typically supported by a degree in accounting or finance and relevant certifications such as CPA or CFP. Familiarity with accounting software, tax preparation tools, and retirement planning systems like QuickBooks, Excel, and specialized financial planning platforms is essential. Exceptional analytical thinking, attention to detail, and strong interpersonal communication skills help build trust with clients and ensure accurate advice. These skills are crucial for developing effective retirement strategies, maintaining regulatory compliance, and fostering long-term client relationships.

What is the difference between Retirement Planning Accountant vs Financial Advisor?

AspectRetirement Planning AccountantFinancial Advisor
CredentialsCPA, CFP (optional)CFP, CFA (common)
Work EnvironmentAccounting firms, financial institutionsIndependent, firm-based, or corporate
Primary FocusTax strategies, retirement account managementComprehensive financial planning, investments

While both roles assist clients with retirement goals, Retirement Planning Accountants focus on tax-efficient strategies and retirement account management, often with accounting credentials. Financial Advisors provide broader financial planning and investment advice, frequently holding CFP or CFA certifications. Understanding these differences helps clients choose the right professional for their retirement needs.

Do I need a CPA for retirement planning?

A Retirement Planning Accountant typically does not need a CPA license, as their role focuses on advising clients on retirement strategies, tax implications, and financial planning. However, having a CPA can enhance credibility and provide deeper tax expertise, which may be beneficial in complex retirement scenarios. Certification in financial planning or retirement planning can also be valuable for this role.
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Retirement Planning Accountant jobs near you
Infographic showing various Retirement Planning Accountant job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 77% In-person, 8% Hybrid, and 15% Remote job distribution, with an average salary of $54,749 per year, or $26.3 per hour.

Advisor - CPA, Wholistic & Tax Planning in Wealth Management

Accounting Career Consultants

Saint Louis, MO

Full-time

Re-posted 23 days ago

Job description

Job Description Why is This a Great Opportunity. If you are a CPA with tax planning and strategy experience looking for a positive change, this could be a tremendous opportunity for you. Join a top performing Wealth Management team as an Advisor to provide top tier consultative services to a well established clientele.

No previous wealth management experience required, just a strong tax planning background and CPA with a desire to serve at a very high level. Job Description Work with Partnership group and Senior Advisors to learn, understand and advise on all aspects of the team business as it pertains to family and business wealth management planning. Participate in meetings from initial prospect to client action plan implementation and review.

Build and develop lasting relationships with the firm's clients to act as their trusted advisor on issues ranging from investment strategies, retirement planning, tax planning and strategies, education savings, estate planning and more. Additionally, be able to round out the team's expertise by bringing your CPA and experience in Tax to be a trusted expert there. Qualifications Bachelors in Accounting, Finance or equivalent CPA with tax experience preferred 4-5 years working as a client service advisor in some capacity Excellent team player comfortable working in a client facing role #ACCNOR.

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