Tax CPA - Wealth Management & Advisory

We are seeking an experienced licensed CPA to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, closely held businesses, trusts, and estates.

This is a client-facing role that extends beyond traditional tax compliance. The CPA will be responsible for complex tax preparation and planning while working directly with clients to identify opportunities involving tax efficiency, estate planning, retirement planning, business succession, and long-term wealth preservation.

The ideal candidate is a strong tax professional who enjoys working directly with clients and wants to develop into a broader tax and wealth advisory professional. This position offers meaningful exposure to sophisticated tax and financial planning strategies, along with opportunities for long-term career growth.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, businesses, partnerships, trusts, estates, and other entities.
• Manage year-round tax planning, tax projections, and quarterly estimated tax strategies.
• Analyze client financial and tax situations to identify planning opportunities and potential tax efficiencies.
• Research federal and state tax laws, regulations, and developments and translate them into practical recommendations for clients.
• Assist with trust, estate, fidu