Tax CPA - Wealth Management & Advisory

We are seeking a licensed Certified Public Accountant (CPA) to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, closely held businesses, trusts, and estates.

This client-facing role combines complex tax preparation and compliance with proactive tax planning and wealth advisory services. The ideal candidate will work directly with clients to identify tax-saving opportunities and support strategies involving estate planning, retirement planning, business succession, and long-term wealth preservation.

This is an excellent opportunity for a tax professional looking to expand beyond traditional compliance and develop expertise in comprehensive tax and wealth advisory services.

Key Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, businesses, partnerships, trusts, estates, and other entities.
• Develop tax projections, quarterly estimated tax strategies, and year-round tax planning recommendations.
• Analyze client financial information to identify tax-saving opportunities and improve overall tax efficiency.
• Research federal and state tax laws, regulations, and legislative changes to provide practical client recommendations.
• Assist with trust, estate, fiduciary, and related tax compliance and planning.
• Advise clients on tax implications related to retirement planning, business succession, estate planning,