Cain Watters & Associates, LLC

Role Description Reporting to the Accounting Manager, the Accounting Trainer is responsible for the initial training of client’s usage of accounting software and/or internal training of new associates joining the CWA accounting team as well as assist tenured associates when needed. - Train new clients on accounting software and CWA accounting processes - Train new associates on all internal procedures to include (but not limited to) general ledger and bank reconciliation, payroll integration, preparation of a balance sheet & income statement for a growing CPA firm specializing in financial planning to national clientele - Assist existing associates when needed - Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department - Establish records of accounts and input entries into proper accounts - Document and ensure proper keeping of financial records, making use of current technologies Qualifications - Bachelor’s degree from a regionally accredited institution preferred - 5-10 years of experience in accounting field required - Multi-client CPA firm experience required - QuickBooks and Xero Software experience preferred - Proficient in both Microsoft Word and Excel - Act as a team player and demonstrate a positive attitude Requirements - Initial setup of a client’s account to include general ledger beginning balances - Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy - Exercise discretion and authority in the preparation of after the fact payroll summaries and record journal entries - Record journal entries to reconcile balance sheet accounts to supporting documents - Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099 - Work independently with clients as needed to facilitate completion of financial statements - Backup for Software Specialist when necessary - Visit with client during annual consultation to develop accounting/client relationship Benefits - Heavily subsidized medical insurance options - Generous employer HSA contributions - 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health - Dental and Vision plans - Unlimited PTO - Organization-paid holidays, including an extended Winter Break - Safe Harbor 401k Plan - Employer-paid professional dues, licenses, and renewals - Continuing Education resources - Family Planning Assistance Program and Paid Parental Leave - Subsidized fitness programs

Role Description Reporting to the Planning Team and Client Coordinator Supervisor, the Client Coordinator is responsible for being the initial point of contact for our clients, whether that is through phone calls or emails. - Provide administrative support to a Planning team, including answering initial client phone calls and assisting in responding directly to client communications. - Schedule client consults and phone calls, keeping each Planner's schedule up to date. - Request information from clients needed for upcoming consults or phone calls, following up accordingly. - Receive and organize information from clients for the Data Input Specialist and Associate Planner. - Assist with Investment Operations by submitting requests via the Tectonic Portal as instructed by the Planner. Qualifications - Bachelor’s degree preferred but minimum of high school diploma or equivalent required. - Minimum 3 years related work experience as an administrative assistant preferred. - Professional demeanor with a service mentality. - Organized, detail-oriented, competent follow-through skills. - Excellent communication skills (spelling and grammar). - Superior organization skills - ability to suggest processes and follow up. - Ability to exercise good judgment/decision making when necessary. - Must have flexibility to work overtime as required. - Proficiency in Microsoft Office software including Word, Excel, and Outlook. - Self-motivated with a strong sense of owning client relationships (internal and external). - Ability to independently manage multiple projects to completion. Requirements - No out of town or overnight travel is expected for this position. Work Environment - This job operates in a clerical, office setting. - This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Physical Demands - This is a largely sedentary role; however, some filing may be required. - This would require the ability to lift files, open filing cabinets, and bend or stand as necessary. Position Type and Expected Hours of Work - This is a full-time, non-exempt position. - Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. - Some flexibility in hours is allowed based on management’s approval. - The ability to work remotely is allowed based on management’s approval. Job Compensation & Benefits - Minimum: $30.00/hr - Maximum: $40.00/hr USD. - Heavily subsidized medical insurance options. - Generous employer HSA contributions. - 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health. - Dental and Vision plans. - Unlimited PTO. - Organization-paid holidays, including an extended Winter Break. - Safe Harbor 401k Plan. - Employer-paid professional dues, licenses, and renewals. - Continuing Education resources. - Family Planning Assistance Program and Paid Parental Leave. - Subsidized fitness programs.

Role Description Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal‑based financial planning and wealth management services to Cain Watters & Associates clients. This role serves as a primary advisor to clients, providing integrated guidance across financial planning, investment management, tax strategy, business planning, and long‑term wealth considerations. - Develop and maintain comprehensive, goal‑based financial plans that align with each client’s personal, business, and long‑term wealth objectives. - Serve as a trusted advisor to clients by delivering proactive financial, investment, and planning guidance across all phases of the client relationship. - Review and oversee client investment portfolios, coordinating with investment leadership and partners on asset allocation, performance monitoring, and portfolio adjustments. - Integrate financial planning recommendations with tax strategy, business advisory insights, estate planning considerations, and retirement planning. - Maintain consistent, high‑touch client relationships through regular meetings, proactive communication, and personalized advice. - Ensure financial planning and wealth management activities align with fiduciary standards, firm policies, and regulatory requirements. Qualifications - A Bachelor’s degree or higher in Accounting, Tax, Finance, or related field. - CPA, CFP or CFA license in good standing. - Registered Investment Advisor (RIA) experience preferred. - Deep expertise in comprehensive financial planning, investment management, and tax-aware wealth strategies preferred. - Exceptional communication skills, with the ability to translate complex financial concepts into clear, client-friendly guidance. - Demonstrated service‑oriented approach to client relationships, with a strong commitment to delivering a high‑quality, personalized client experience. Requirements - Meet with clients on a regular basis to review, analyze, and update financial goals, objectives, and progress toward long‑term outcomes. - Prepare and review cash flow analyses, retirement projections, and long‑term financial forecasts. - Analyze client business and personal financial statements, with specific understanding of dental practice operations, to identify planning opportunities and risks. - Review investment allocations, performance, and risk exposure, and collaborate with investment leadership on portfolio recommendations. - Provide guidance on qualified retirement plans, funding strategies, and benefit structures aligned with client goals. - Review insurance and estate planning strategies and coordinate with external professionals to support comprehensive wealth planning. - Act as an escalation point for more complex client planning matters involving investment strategy, tax planning, business transitions, or multi‑generational wealth considerations. - Champion client education by explaining portfolio performance, planning recommendations, and market conditions in a clear and transparent manner. - Establish and follow firm standards for financial planning quality, documentation, and client engagement. - Collaborate with internal teams, including tax, accounting, investment, and practice transition professionals, to deliver integrated client solutions. - Support client retention and organic growth by building strong relationships and encouraging referrals through exceptional service. Benefits - Heavily subsidized medical insurance options. - Generous employer HSA contributions. - 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health. - Dental and Vision plans. - Unlimited PTO. - Organization-paid holidays, including an extended Winter Break. - Safe Harbor 401k Plan. - Employer-paid professional dues, licenses, and renewals. - Continuing Education resources. - Family Planning Assistance Program and Paid Parental Leave. - Subsidized fitness programs.

Role Description Reporting to the Tax Director, the Tax Manager I is responsible for serving as a leader in the tax department and ensuring accurate and timely processing of tax returns for the Firm by completing a final review of all returns, a detail review of some returns, managing workflow, and assisting the Senior Tax Managers and/or Tax Manager II and planning teams as needed. - Manage the daily workflow of tasks for their assigned clients - Complete final review of all tax returns and detail reviews of some tax returns prior to sending to planning team and/or client - Oversee assigned Tax Admin Specialist for team - Provide weekly updates to the Senior Manager and/or Tax Manager II regarding overall performance - Work closely with Senior Tax Managers and/or Tax Manager II to prepare for each tax season - Work closely with Tax Seniors, Tax Manager II and/or Senior Tax Managers to address questions/concerns from the planning teams - Partner with Planners to ensure a seamless workflow between departments - Create and present tax training materials alongside Tax Manager II, Senior Tax Managers and Senior Tax Research Manager - Work closely with Senior Tax Research Manager, Tax Manager II and Senior Tax Managers to address research projects, staff training materials & staff training events - Mentor Tax Seniors on professional development within the tax department - Act as an active participant in the recruiting process (review resumes and interview candidates) - Log IRS and State correspondences; delegate accordingly to the proper department/person - Work closely with Administrative Team to ensure the proper processing/releasing of Tax Returns and various tasks - Work with Tax Onboarding team to ensure proper training is being provided This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice. Qualifications - Bachelor’s degree or higher in Accounting, Tax, or related field - CPA or EA required - 8+ years’ experience in public accounting or its equivalent - Proven experience with Lacerte tax preparation software is highly desirable - Thorough knowledge of tax laws - Strong communication, interpersonal and organizational skills - Experience managing a team strongly preferred Requirements - No travel is expected for this position. Work Environment This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Upon management’s approval, remote work may be allowed using firm-approved office equipment. Correspondence with coworkers may be in person or through virtual means. Physical Demands This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary. Position Type and Expected Hours of Work This is a full time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval. Compensation - Minimum: $110,000 - Maximum: $120,000.00 USD Benefits - Heavily subsidized medical insurance options - Generous employer HSA contributions - 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health - Dental and Vision plans - Unlimited PTO - Organization-paid holidays, including an extended Winter Break - Safe Harbor 401k Plan - Employer-paid professional dues, licenses, and renewals - Continuing Education resources - Family Planning Assistance Program and Paid Parental Leave - Subsidized fitness programs

Role Description Reporting to the Chief Revenue Officer, the Growth Program Manager - Revenue & Strategic Initiatives will drive key growth initiatives across Cain Watters & Associates. This role sits at the intersection of sales, marketing, and operations and is responsible for turning strategy into execution. The individual in this role will translate high level growth priorities into clear plans, coordinated efforts, and measurable outcomes. Success requires strong collaboration, attention to detail, and the ability to manage multiple initiatives while keeping momentum and accountability high. This is a hands‑on role for someone who thrives in a fast-moving environment and is motivated by building scalable, repeatable processes that support growth. Qualifications - Bachelor’s degree required in Business, Finance, Marketing, Economics, or a related field. - 5+ years of professional experience in consulting, operations, program management, or a related role with demonstrated ownership of complex, cross functional initiatives. - Strong project management and organizational skills, with the ability to plan, prioritize, and execute multiple workstreams simultaneously. - Proven experience working cross functionally with senior stakeholders in fast‑paced, deadline‑driven environments. - High accountability and ownership mindset, with a track record of driving initiatives from concept through execution. - Experience driving strategic initiatives involving sales, marketing, operations, or product teams. - Demonstrated ability to influence senior leaders without direct authority and manage competing priorities effectively. - Familiarity with go‑to‑market, growth, or revenue related initiatives, such as pilots, partnerships, or new product launches. - Strong executive level communication skills, including status reporting, risk escalation, and decision framing. Requirements - Execute and manage key growth initiatives, including outbound pilots, strategic partnerships and events, and new product rollouts. - Develop, maintain, and track project plans, timelines, and deliverables to ensure alignment with business objectives. - Coordinate cross functionally with internal teams to align execution, dependencies, and priorities. - Monitor progress, identify execution risks or bottlenecks, and implement solutions to maintain momentum and meet deadlines. - Provide regular status updates and reporting to leadership on progress, risks, and outcomes. - Own day-to-day execution of assigned growth initiatives, ensuring projects are delivered on time and within scope, with clear milestones and deliverables. - Translate strategic priorities into actionable project plans, defining timelines, owners, dependencies, and success criteria from kickoff through completion. - Manage multiple initiatives simultaneously while maintaining visibility into progress, risks, and blockers across all active projects. - Coordinate cross functionally with Sales, Marketing, NCS, Operations, Wealth, and other stakeholders to align execution efforts and ensure smooth handoffs. - Proactively identify execution gaps, bottlenecks, and delays, and work with stakeholders to implement solutions that keep initiatives moving forward. - Establish and maintain clear accountability across projects by tracking commitments, following up on overdue tasks, and resetting expectations as needed. - Improve speed from idea to execution by streamlining coordination, reducing friction between teams, and driving timely decision making. - Support continuous improvement of execution processes by identifying patterns in delays or inefficiencies and recommending adjustments. - Ensure consistent documentation and communication of project plans, timelines, and decisions to maintain alignment and transparency. Benefits - Heavily subsidized medical insurance options - Generous employer HSA contributions - 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health - Dental and Vision plans - Unlimited PTO - Organization-paid holidays, including an extended Winter Break - Safe Harbor 401k Plan - Employer-paid professional dues, licenses, and renewals - Continuing Education resources - Family Planning Assistance Program and Paid Parental Leave - Subsidized fitness programs

Role Description Reporting to the Finance Director with accountability to the growth initiatives of the firm and the Chief Revenue Officer, the Growth & Revenue Analyst will build the data and reporting foundation for our growth engine. The analyst will support sales, marketing, and leadership with clear insights into pipeline, conversion, and revenue performance. By ensuring data accuracy and consistency across systems, this role will help teams make better decisions faster and align around shared metrics. The work will directly inform forecasting, prioritization, and strategic planning as the organization scales. - Design, develop, and maintain standardized dashboards and reports to monitor pipeline activity, channel performance, and revenue forecasting. - Analyze funnel performance and conversion metrics to identify trends, variances, and opportunities for improvement. - Provide data and reporting support for growth initiatives, including pilot programs, to inform planning and execution. - Collaborate with Sales Operations and leadership to understand reporting requirements and deliver accurate, decision‑ready insights. - Ensure the accuracy, consistency, and timely delivery of recurring reports to support data‑driven decision making across the organization. Qualifications - Bachelor’s degree required in Analytics, Finance, Business Analytics, Information Systems, Economics, Statistics, or a related quantitative field. - 2+ years of professional experience in analytics, finance, business intelligence, or related field. - Advanced proficiency in Microsoft Excel and/or Google Sheets (required), including the ability to analyze data using formulas, pivot tables, and structured models. - Experience working with CRM data, including extracting, analyzing, and reporting on pipeline or performance metrics; Salesforce experience strongly preferred. - Strong analytical and problem solving skills, with the ability to identify trends, gaps, and inconsistencies in data. - Ability to translate data into clear, actionable insights for nontechnical stakeholders. - High attention to detail and accuracy, with experience producing reliable, repeatable reports. Requirements - Build, maintain, and enhance dashboards and reports that track key performance indicators across the growth funnel, including pipeline activity, conversion rates, channel performance, and revenue forecasting. - Monitor pipeline performance by analyzing leads, meetings, and stage‑to‑stage conversions to support sales forecasting and capacity planning. - Analyze channel performance across events, outbound efforts, and partnerships to assess effectiveness and ROI. - Develop and maintain revenue forecasts by integrating pipeline data, historical trends, and conversion assumptions. - Conduct ongoing analysis of conversion rates and drop‑off points across the full funnel to identify opportunities for improvement. - Identify trends, gaps, risks, and opportunities in performance data, and proactively surface insights to sales, marketing, and leadership teams. - Support the DFW pilot and other growth initiatives by providing data analysis, reporting, and performance tracking to inform decision‑making and iteration. - Partner with Sales Operations and leadership to understand reporting requirements, define metrics, and deliver accurate, relevant dashboards and insights. - Ensure reporting accuracy, consistency, and timeliness, including the delivery of weekly dashboards and ad‑hoc analyses as needed. - Translate complex data into clear, actionable insights and visualizations that enable data‑driven decisions across leadership. - Maintain documentation and definitions for metrics and dashboards to ensure shared understanding and consistent interpretation of data. - Support continuous improvement of reporting processes and data visibility as the organization scales. Benefits - Heavily subsidized medical insurance options - Generous employer HSA contributions - 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health - Dental and Vision plans - Unlimited PTO - Organization-paid holidays, including an extended Winter Break - Safe Harbor 401k Plan - Employer-paid professional dues, licenses, and renewals - Continuing Education resources - Family Planning Assistance Program and Paid Parental Leave - Subsidized fitness programs