1-3+ years of experience in public accounting or tax preparation.
Hands-on experience with individual and business tax returns.
Preferred experience with partnership, trust, estate, and fiduciary taxation.
Strong understanding of federal and state tax laws and compliance requirements.
Excellent analytical and problem-solving skills.
Strong communication skills to explain tax concepts clearly.
Responsibilities
Prepare and review complex tax returns for various entities.
Develop tax projections and year-round planning recommendations.
Analyze financial information to identify tax-saving opportunities.
Research tax laws to provide practical recommendations to clients.
Advise clients on tax implications related to wealth preservation and planning.
Participate in client meetings and communicate tax strategies clearly.
Build and maintain long-term client relationships.
Benefits
Competitive compensation based on experience.
Performance-based bonus opportunities.
Health, dental, and vision insurance.
401(k) with company contribution.
Paid time off and company holidays.
Continuing education and professional development opportunities.
Support for ongoing CPA education and training.
Direct mentorship from experienced professionals.
Exposure to sophisticated tax and wealth-planning strategies.
Opportunities for long-term career growth.
Full Job Description
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.
