Job Title: Financial Planner
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: www.taxman.com/
Contact Information: Tax Man, Inc.   Tax Man, Inc. ([email protected])
Job Description:
Tax Man, Inc. was established in 1969. Tax Man�s 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 client�s 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 Bachelor�s degree, 2 years of financial services industry
experience and proper federal and state licenses (Series 6, Series 63) and registrations for
securities.

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

Elaine Shooman
[email protected] 
Tax Man, Inc.
678 Massachusetts Ave.
Cambridge, MA
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