Job Title: Financial Planner
Date Posted: 11-16-2006
Job Location: Massachusetts-Boston
Job Type: Full Time
Education Level: Bachelors Degree
Work Experience: 2+ to 5 Years
Job Shift: First Shift
Yearly Salary:DOE (Depend on Experience)
Company Name: Tax Man, Inc.
Company Website:
Contact Information: Tax Man, Inc.   Tax Man, Inc. (
Job Description:
Tax Man, Inc. was established in 1969. Tax Manís vision is to be a financial services company
grounded in the tax preparation industry. Today, we prepare personal income tax returns for
more than 25,000 clients annually at 24 locations throughout eastern Massachusetts. Toward
that end the company already has over $50 million under management in its wholly owned
Registered Investment Advisor, Taxbridge Financial Group Inc.

We have a career opportunity for a Financial Services Representative to join our growing team.
This is a high visibility position with growth opportunity for a motivated individual. You will
build your sales as you create an individualized plan that meets our clientís financial and
service needs as they are personally referred to you.

The job requires initiative, the ability to market to our clients, strong interpersonal
skills, effective communications and persuasive ability, persistence and an entrepreneurial
perspective. Qualifications include Bachelorís degree, 2 years of financial services industry
experience and proper federal and state licenses (Series 6, Series 63) and registrations for

Please send a short cover letter with salary history and resume in MS word format to our
hiring consultant:

Elaine Shooman 
Tax Man, Inc.
678 Massachusetts Ave.
Cambridge, MA
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