Careers

Why Join Parsec Financial?

Parsec is a family-and-employee-owned company. 70 percent of current employees are shareholders; we truly care about the financial well-being of our clients and our company’s success! Here are some of the many benefits of joining the Parsec team:

About Parsec Financial

Parsec is a SEC registered fee-only financial advisory firm with $2.88 billion in assets under management as of June 30, 2020. 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 1,800 individuals and businesses with 65 employees in six offices across North Carolina.

Parsec Job Openings

We have three open positions, please learn more about each role by expanding the respective section below. Thanks for your interest!

Parsec recognizes 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 hr@parsecfinancial.com and let us know why.

Position Overview

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.

Duties & Responsibilities

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 Wealth Management Advisors in their delivery of services and support to their respective clientele.

Qualifications

The Tax Manager position typically requires the following qualifications:
  • CPA designation
  • 5+ years of experience in accounting, with an emphasis in tax services
  • 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.
  • Strong knowledge of tax code, compliance and procedures.
  • 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

Core Competencies

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.

To be considered for employment all applicants must send in a résumé and a cover letter that details why he/she is qualified. Before being hired, a candidate will be asked to submit to a criminal and credit background check. Applicants should send a cover letter with salary requirements and résumé to Director of Resources, Parsec Financial, PO Box 2324, Asheville, NC 28802 or email to hr@parsecfinancial.com. Résumés without cover letters will not be read. No calls please.

Position Overview

Parsec’s mission is to help guide clients to financial security. The Client Service Assistant is responsible for assisting the Client Service Specialists in the day-to-day servicing of clients and account maintenance.

Duties & Responsibilities

The Client Service Assistant can expect to focus in the following:
  • Assist Client Service Specialists in preparing and processing all paperwork for client transactions, including but not limited to opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, etc.; communicate status of transactions to clients and the responsible Financial Advisor (e.g., when assets have transferred, when deposits are received, etc.).
  • Set up and generate client reports; generate client reports for taxes and client meetings; generate other periodic reports as requested/needed.
  • Maintain accurate notes and records in the CRM.
  • Assist with special/administrative projects as needed.
  • Cover tasks and responsibilities for other CS/CSA and Receptionist when they are out of the office.

Qualifications

The Client Service Assistant position typically requires the following qualifications:
  • Bachelor’s degree preferred.
  • Proficiency in Microsoft Office, Excel and Office suite products.
  • Experience with CRM and portfolio management software preferred.

Job Competencies

Job-Specific Core Competencies
  • 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 devotes to them 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 a given area or areas of expertise.
  • Demonstrates ability to work successfully in an entrepreneurial, small company environment.
  • Highly adaptable to change and open to new ideas.
  • Clearly delivers the information associates need to understand to perform their jobs and to feel welcome as a part of the team and organization.

To be considered for employment all applicants must send in a résumé and a cover letter that details why he/she is qualified. Before being hired, a candidate will be asked to submit to a criminal and credit background check. Applicants should send a cover letter with salary requirements and résumé to Director of Resources, Parsec Financial, PO Box 2324, Asheville, NC 28802 or email to hr@parsecfinancial.com. Résumés without cover letters will not be read. No calls please.

We have grown to 65 employees in six offices across North Carolina.

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