1-3+ years of experience in public accounting or tax advisory
Hands-on experience with individual and business tax returns
Preferred experience with partnerships, trusts, and estates
Strong understanding of federal and state tax compliance
Interest in tax planning and wealth advisory
Excellent analytical and problem-solving skills
Strong interpersonal and communication skills
Responsibilities
Prepare and review complex tax returns for high-net-worth clients
Manage year-round tax planning and projections
Analyze client financial situations for tax efficiencies
Research tax laws and provide practical recommendations
Assist with trust and estate tax compliance
Support clients in retirement and wealth preservation planning
Participate in client meetings and communicate tax strategies
Build long-term client relationships and serve as a trusted advisor
Benefits
Performance-based bonus opportunities
Health, dental, and vision coverage
401(k) with company contribution
Paid time off and company holidays
Continuing education and professional development
Support for CPA education and training
Direct mentorship from experienced professionals
Exposure to sophisticated tax and wealth-planning strategies
Significant client interaction and relationship-building opportunities
Long-term career growth within the firm
Full Job Description
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.
