Tax CPA - Wealth Management & Advisory

We are seeking an experienced CPA to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates.

This role offers a blend of tax compliance, tax planning, and strategic advisory, with opportunities to work directly with clients on complex tax matters, estate planning, retirement strategies, and long-term wealth management.

The ideal candidate is a client-focused tax professional who enjoys solving complex problems, identifying planning opportunities, and developing trusted, long-term client relationships.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
• Provide year-round tax planning, projections, and advisory services.
• Research federal and state tax laws, regulations, and legislative developments.
• Identify tax-saving opportunities and develop practical strategies based on client objectives.
• Assist with trust, estate, and fiduciary tax planning and compliance.
• Support retirement planning, wealth management, and broader financial advisory initiatives.
• Participate in client meetings and communicate tax strategies and recommendations clearly.
• Build and maintain strong, long-term relationships with clients.
• Collaborate with senior tax and advisory professionals on com