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 combines tax compliance, tax planning, and strategic advisory, providing the opportunity 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 tax issues, identifying planning opportunities, and building trusted, long-term relationships with clients.

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 aligned with 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 clearly communicate tax strategies and recommendations.
• Develop and maintain strong, long-term client relationships.
• Collaborate with senior tax and advisory professionals on