At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management the Director of Leasing, understanding any capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

 Qualifications:

• Minimum five years in commercial real estate financial analysis and/or underwriting, leasing and/or operation management.
• Working knowledge of the acquisition and disposition cycle and is proficient in Argus.
• Uncommon attention to detail and the critical thinking skills to quickly identify issues before becoming problems.
• Disciplined negotiation skills and experience managing third-party service providers to achieve outstanding results.
• Ability to work on a team and carry a load outside of the specific role when necessary.
• Skilled in MS Office products; proficient in Word, Excel, and Outlook.
• Each candidate must pass a background screening prior to employment beginning.

About the Company

Larson Capital Management primarily focuses on commercial real estate investments. The company is rapidly expanding in investment holdings throughout the country. Our current holdings include office, industrial, retail and multi-family properties or developments located across six states and our path for growth is significant. Larson Capital Management is a registered RIA with the SEC and is part of the Larson Financial Holdings group of companies which collectively has 11 billion dollars of assets under management for clients across the county.

Our culture is one which strives for excellence, allows for a degree of autonomy to reach your individual goals and is built on the expectation that those who join our team seek for a challenging and often changing environment where you can continue to build upon your skill base and bring new value, ideas and best practices to the entire organization.

Larson Capital Management offers competitive pay, a profit-sharing bonus program, and a comprehensive suite of benefits including employer paid health insurance for each employee, dental and vision insurance offerings, plus a generous 401(k) matching program.

Competitive salary + bonus potential + great benefits package

Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in office at our Fort Wayne, IN location. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.

In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.

Responsibilities include, but are not limited to:

• Preparing and conducting client meetings
• Gathering data from clients for preparation of financial plan.
• Running insurance illustrations, constructing financial plans
• Communicating investment advice based on recommendations of team.
• Tracking next steps in the planning process for clients
• Providing outstanding service to reproduce top clients.
• Entering and manipulate information into Contact Management System and Financial Planning software.
• Implementing client “touches” to create concierge experience resulting in consistent referrals.
• Performing follow up and process new business; manage existing client relationships.
• Managing and resolving client issues

Expectations:

• Ability to build rapport via phone, virtual meetings or in person with clients
• Professional, clear, and polite communication preference is required
• Ability to work with the Advisor and other support team members to accomplish a common goal
• Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.
• Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.

Skills and Experience:

• 2+ years’ experience in the Financial Planning field
• Series 7 license is a requirement
• Must be an active financial planner
• CFP a plus
• Four-year degree or equivalent work experience
• Knowledge of insurance/financial services industry
• Ability to maintain confidentiality of information
• Proficiency with Microsoft Office and Outlook
• Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
• Experience with Salesforce
• Proficient data entry skills
• Flexible schedule for meetings and client event.
• Ability to prioritize deliverables, track deliverable progress, and follow –up on outstanding matters is required
• Ability to manage time in an efficient, self-directed manner is required.
• Ability to be proactive and professionally assertive is required.
• Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
• Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
• Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.

Larson Financial Group offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• Dental Insurance
• Vision Insurance
• ER PD Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Paid time Off (128 hours after 90 days)
• Holiday Pay (10 Holidays)
• Training & Education
• ER Events, Awards, Activities

Firm & Job Description

Are you looking for a different kind of tax firm? Do you want to join a firm where your opinion actually matters and where you can assist in shaping the client experience? Are you interested in a tax firm focused on the future rather than the past? If these questions excite you, Larson Tax Partners is the place for you!

Larson Tax Partners, LLC is a newly formed, full-service tax preparation firm, providing tax planning and compliance for individuals, businesses, trusts, and non-profit organizations. We are dedicated to providing our clients with professional, personalized services and guidance covering a wide range of financial and business needs. Larson Tax Partners, LLC is affiliated with Larson Financial Group, LLC, Larson Financial Services, LLC, Larson Capital Management, LLC, and Larson Commercial Real Estate, LLC. All of which are part of Larson Network Services.

Larson Tax Partners is seeking an organized, professional, energetic, and detail-oriented Tax Associate to join our team. The Tax Associate will be primarily responsible for the preparation of corporate, partnership, trust, and individual income tax returns. The Tax Associate must demonstrate the ability to handle multiple projects and details simultaneously. This position requires effective oral communication skills and the ability to work cooperatively with staff inside and outside of the tax firm.

Responsibilities

· Provide tax compliance and consulting services to individuals, corporations, partnerships, estates, and trusts

· Prepare complex returns of individuals, corporations, partnerships, estates, and trusts

· Assist in tax planning and the preparation of projections

· Efficiently research tax topics of varying complexity

· Analyze tax notices and draft responses

Competencies

· Resourceful in recognizing technical problems and developing solutions

· Awareness of current developments affecting area of expertise

· Strong organization skills and attention to detail

· Ability to multi-task while maintaining quality and meeting deadlines

· Team oriented to accomplish project work

· Excellent verbal and written communication skills

· High level of confidentiality, professionalism, and flexibility

Preferred Education and Experience

· Bachelor’s Degree or equivalent in Accounting, Finance, or related field

· CPA, EA, or Candidate

· 2+ years of tax preparation experience

· Experience with CS UltraTax and Microsoft Office

Larson Tax Partners offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• ER PD Telehealth
• Dental & Vision Insurance
• ER PD Life, Disability & EAP Insurance
• Paid time Off (128 hours after 90 days)
• Holiday Pay (10 Holidays)
• Training & Education
• ER Events, Awards, Activities

Apply for this Position

If you feel you’re the right fit for this position, please email your resume to careers@larsontaxpartners.com.

You’ll receive a confirmation email upon submission.

Apply

Are you looking for a different kind of tax firm? Do you want to join a firm where your opinion actually matters and where you can assist in shaping the client experience? Are you interested in a tax firm focused on the future rather than the past? If these questions excite you, Larson Tax Partners is the place for you!

Larson Tax Partners, LLC is a newly formed, full-service tax preparation firm, providing tax planning and compliance for individuals, businesses, trusts, and non-profit organizations. We are dedicated to providing our clients with professional, personalized services and guidance covering a wide range of financial and business needs. Larson Tax Partners, LLC is affiliated with Larson Financial Group, LLC, Larson Financial Services, LLC, Larson Capital Management, LLC, and Larson Commercial Real Estate, LLC. All of which are part of Larson Network Services.

Larson Tax Partners is seeking an organized, professional, energetic, and detail-oriented Tax Manager to join our team. The Tax Manager will be primarily responsible for delivering exceptional client service with a strong technical background. The Tax Manager must demonstrate the ability to handle multiple projects and details simultaneously. This position requires effective oral communication skills and the ability to work cooperatively with staff inside and outside of the firm.

Responsibilities

· Provide tax compliance and consulting services to individuals, corporations, partnerships, estates, and trusts

· Review complex returns of individuals, corporations, partnerships, estates, and trusts

· Efficiently research tax topics of varying complexity

· Help manage current client relationships and develop future client relationships

· Take on client billing responsibility, as appropriate

· Assist in hiring, managing, developing, and coaching professional tax staff

Competencies

· Resourceful in recognizing technical problems and developing solutions

· Awareness of current developments affecting area of expertise

· Strong organization skills and attention to detail

· Ability to multi-task while maintaining quality and meeting deadlines

· Team oriented to accomplish project work

· Excellent verbal and written communication skills

· High level of confidentiality, professionalism, and flexibility

Preferred Education and Experience

· Bachelor’s degree or equivalent in Accounting, Finance, or related field

· CPA or EA

· 7+ years of tax preparation experience

· Personnel management experience

· Experience with CS UltraTax and Microsoft Office

Larson Network Services offers a generous employee benefits & perks package:

• Generous Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• Dental & Vision Insurance
• ER PD Life, Disability & EAP Insurance
• Paid time Off (128 hours after 90 days)
• Holiday Pay (10 Holidays)
• Training & Education
• ER Events, Awards, Activities