Careers

Why Join Parsec Financial?

Parsec is a family-and-employee-owned company. 80 percent of current eligible employees are shareholders; we truly care about the financial well-being of our clients and our company’s success!

About Parsec Financial

Parsec is a SEC registered fee-only financial advisory firm with $3.9 billion in assets under management as of June 30, 2021. Our financial advisors ― backed by a robust team of financial planners, client service specialists and investment professionals ― provide financial planning, investment management, tax planning and trust services. We also provide business retirement services to support employer-sponsored retirement plans. Founded in Asheville in 1980 by Bart Boyer, Parsec now serves more than 1,890 households and businesses with 70 employees in six offices across North Carolina.

Parsec Job Openings

We have two current openings below. Thank you for your interest!

We can only thrive as a company if we have the best employees on staff. We recognize that the financial services industry has an underrepresentation of people of color and women in its workforce, particularly in higher paid and leadership roles. We seek to improve the diversity of our staff as well as the inclusivity of our working environment. We welcome all qualified applicants to apply regardless of gender, race or religion. Think you’re a good fit for us, but don’t see an open position that suits you? Contact us at hr2@parsecfinancial.com and let us know why.

Tax Manager (South Asheville, NC)

Parsec’s mission is to help guide clients to financial security. Assisting clients with their tax compliance and planning with that mission in mind is the goal of Parsec Tax Services. The Tax Manager (TM) is responsible for implementing and overseeing the department’s services to our clients. This includes both tax planning and compliance engagements with clients, and longer-term strategies such as IT, workflow design and staff planning. The TM may supervise Tax Specialists and other support staff. The TM will oversee the software use of the tax department to ensure it is being used to its fullest potential and that workflows are as efficient as possible.
The Tax Manager will work with Tax Directors to manage all aspects of Parsec Tax Services including:
  • Review of tax compliance and consulting engagements performed by Senior Tax Specialists and Tax Specialists, including their preparation of tax returns for individuals, businesses, fiduciaries, and other entities.
  • Find and implement opportunities for process improvement in company tax procedures.
  • Oversight and management of tax office information technology, including hardware, software and cloud-based applications used for tax return preparation, research and planning.
  • Management of client relationships and performance of higher-level tax planning, consulting and compliance engagements.
  • Assisting Tax Directors with management of client billing and receivables
  • Assisting Tax Directors with department revenue and expense analyses, budgeting and planning.
  • Assisting Tax Directors with supervising Senior Tax Specialists and Tax Specialists including conducting performance reviews as needed.
  • Supporting and assisting Parsec financial advisors in their delivery of services and support to their respective clientele.
The Tax Manager position typically requires the following qualifications:
  • CPA designation.
  • 5+ years of experience in accounting, with an emphasis in tax services.
  • • Strong knowledge of tax code, compliance, procedures, and the practical ability to apply these to clients’ income, gift, estate, payroll, and other tax situations.
  • 2+ years of experience supervising staff and reviewing tax returns and planning engagements.
  • Proficiency in tax and accounting software.
  • Proficiency in Microsoft Office and CRM.
  • Collaborative and able to work effectively with others.
  • Able to communicate tax strategies to clients in an engaging and understandable fashion.
  • Willingness to continually learn, adapt and apply new tax laws, regulations, rulings and case law.
Job-Specific Core Competencies
  • Creative problem solver, and competent decision maker.
  • Quickly identifies and understands issues, problems, and opportunities.
  • Provides clear and actionable feedback on an ongoing basis.
  • Continuously exhibits personal integrity and professional initiative.
  • Delegates assignments and decisions in a manner that develops others.
  • Must be organized, detail-oriented and able to reprioritize tasks.
Firm-Wide Core Competencies
  • Recognizes what tasks are most critical and gives those tasks more time, attention, and energy.
  • Is honest, open, and transparent.
  • Demonstrates a commitment to accuracy by delivering high quality, error-free work.
  • Maintains knowledge in given area of expertise.
  • Demonstrates ability to work successfully in an entrepreneurial, small company environment.
  • Highly adaptable to change and open to new ideas.
  • Provides the information people need to know to do their jobs and to feel good about being a part of the team and organization.
Please email a resume and cover letter to Parsec’s Director of HR at hr@parsecfinancial.com. Resumes without cover letters will not be reviewed. Please do not call about this opportunity. Thank you for your interest!

Tax Services Administrator (South Asheville, NC)

Parsec’s mission is to help guide clients to financial security. Assisting clients with their tax compliance and planning with that mission in mind is the goal of Parsec Tax Services. The Tax Services Administrator (TSA) is the first person clients see when they come to the firm; this position is responsible for greeting and directing clients and other visitors; for screening and routing telephone calls, managing the tax services office, and assisting in the processing of tax returns.
The TSA can expect to focus in the following areas:
  • Screen and route telephone calls; welcome and provide service to clients visiting the office.
  • Perform clerical duties, such as filing and maintaining client correspondence, ordering office supplies as needed, and taking care of shipping and mailing.
  • Manage the beginning and ending of tax return preparation process:
    • Prepare and mail client tax organizer packages and attachments.
    • Scan paper client tax documents as they arrive, collect client electronic documents received, and upload both for tax processing.
    • Manage delivery of completed documents to clients electronically and by mail.
    • E-file tax returns and follow up with clients as necessary.
    • Maintain files of annual tax returns, and other documents.
  • Prepare bills to clients, receive, deposit and record client payments, and send out periodic billing statements. Provide accounts receivable statements to management.
The TSA position typically requires the following qualifications:
  • Bachelor’s degree preferred. Associate degree or high school diploma considered with relevant work experience.
  • Work experience that demonstrates people and teamwork skills.
  • Proficient in Word and ideally, Excel and Outlook.
  • Experience in tax preparation software, particularly Thomson Reuters, SurePrep, and TaxCaddy, a plus.
Job-Specific Core Competencies
  • Ability to thrive during seasonal deadlines, which may involve additional hours and challenges.
  • Courteous and engaging personality required for interaction with clients.
  • Flexible and adaptive to new technologies and procedures.
  • Must be organized, detail-oriented and able to multitask.
  • Ability to work independently as well as be collaborative and able to work effectively with others.
Firm-Wide Core Competencies
  • Recognizes what tasks are most critical and gives those tasks more time, attention, and energy.
  • Is honest, open, and transparent.
  • Demonstrates a commitment to accuracy by delivering high quality, error-free work.
  • Maintains knowledge in given area of expertise.
  • Demonstrates ability to work successfully in an entrepreneurial, small company environment.
  • Highly adaptable to change and open to new ideas.
  • Provides the information people need to know to do their jobs and to feel good about being a part of the team and organization.
Please email a resume and cover letter to Parsec’s Director of HR at hr@parsecfinancial.com. Resumes without cover letters will not be reviewed. Please do not call about this opportunity. Thank you for your interest!

We have grown to 70 employees in six offices across North Carolina.

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