Tax CPA - Wealth Management & Advisory

We’re seeking a licensed CPA to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, business owners, trusts, and estates. This client-facing role combines complex tax preparation and compliance with proactive tax planning, estate strategies, and wealth advisory services. The ideal candidate is interested in helping clients minimize tax liabilities, protect assets, and plan for long-term financial success.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, estates, and other business entities.
• Develop tax projections, quarterly estimated tax plans, and year-round strategies to help clients manage tax liabilities.
• Evaluate client financial records and circumstances to identify tax-saving opportunities and improve overall tax efficiency.
• Research tax laws, regulations, and legislative updates to provide accurate guidance and practical planning recommendations.
• Handle tax compliance and planning matters involving trusts, estates, fiduciary arrangements, and related entities.
• Advise clients on the tax implications of retirement planning, business succession, estate transfers, and wealth preservation.
• Participate in client consultations and explain complex tax matters and financial strategies in clear, accessible language.
• Establish and maintain long-term client relationships by p