We are always looking for new team members to join the MCF Family.

Please see our current openings below:

Data Analyst

LOCATION: LEXINGTON, KY | Covington, KY | Louisville, KY

Job Summary 

As a member of the Operations Department, this position is instrumental in our mission to deliver exceptional service to our clients. The Data Analyst will assist in the management of our CRM system (MS Dynamics 365), portfolio reporting (Tamarac), and other technologies. The role provides internal support to all departments, facilitating efficient business operations which lead to extraordinary client experiences.  

The Data Analyst can expect to focus their work in maintaining and updating internal client and investment data systems, partnering with advisors and internal stakeholders to document and review firm data procedures, and executing account data administration requests.

Click Here for a Copy of the Job Description

To Apply, email Sean at slamanna@mcfadvisors.com with a copy of your resume. 

Tax Manager

LOCATION: LEXINGTON, KY

Job Summary 

The Tax Manager role with MCF is on the Wealth Management team. The primary function of the Tax Manager is to deliver exceptional service experience to MCF’s clients and to play an integral part in the MCF Tax & Accounting Team. The Tax Manager will prepare individual, business, trust, and other tax returns, while also integrating holistic tax planning and strategy into clients’ financial planning picture. The Tax Manager will play an important role in Wealth Management client relationships alongside the entire service team.

This individual will work with Financial Advisors to develop tax planning strategies and solutions in-line with the individual needs of clients and participate in client meetings regarding such strategies. They will also work closely with the Tax & Accounting Team on implementing processes and procedures in relation to client needs and individual, business, fiduciary, and other tax items.

Click below to view the primary responsibilities and a full job description of the Client Associate position.

Apply for the Tax Manager Position