Tax CPA - Wealth Management & Advisory

We’re looking for a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role goes beyond tax preparation, offering opportunities to develop customized tax strategies and advise clients on estate planning, retirement, and long-term wealth preservation.

Key Responsibilities

• Prepare and review tax filings for individuals, corporations, partnerships, trusts, and estates across federal, state, and local jurisdictions.
• Create tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency.
• Examine financial statements and client records to uncover tax-saving opportunities and recommend appropriate strategies.
• Research tax legislation, regulatory changes, and complex tax issues to provide sound, up-to-date guidance.
• Oversee tax compliance and planning for fiduciary accounts, estate matters, trusts, and related entities.
• Advise clients on retirement strategies, business transitions, estate transfers, and wealth preservation.
• Discuss tax results and planning recommendations with clients in clear, practical terms.
• Develop lasting client relationships through proactive communication and ongoing advisory support.
• Review returns, workpapers, supporting schedules, and financial records to ensure accuracy and regulatory compliance.