Position Summary

The Tax Strategist & Senior CPA will serve as the firm's internal tax expert, providing advanced tax planning and consulting services for high-net-worth individuals, business owners, executives, retirees, and multi-generational families. This is not a traditional tax-preparation role. While oversight of tax compliance may be involved, the primary focus will be proactive tax strategy, planning, and client consultation. The ideal candidate enjoys solving complex tax challenges, building trusted client relationships, and collaborating with financial advisors to create integrated wealth management strategies.

Key Responsibilities

Tax Strategy & Planning
• Develop sophisticated tax strategies for high-net-worth clients and families
• Analyze and recommend tax-efficient wealth transfer, estate, charitable giving, and legacy planning techniques
• Create tax-efficient retirement income and distribution strategies
• Evaluate Roth conversion opportunities and retirement account distribution planning
• Provide planning around stock compensation, executive benefits, deferred compensation, and concentrated stock positions
• Consult on business succession, business sales, liquidity events, and exit planning
• Identify opportunities to reduce current and future tax liabilities across a client's balance sheet

Tax Preparation
• Prepare and review complex individual, trust, partnership, and business tax returns for the firm's high-net-worth clientele, ensuring exceptional quality, compliance, and client service.
• Integrate tax preparation with comprehensive wealth planning by identifying andimplementing tax-saving strategies for business owners, executives, retirees, and multi-generational families throughout the year.

Client Consulting
• Participate in client meetings as a key member of the advisory team
• Explain complex tax concepts in a clear, understandable manner
• Develop long-term relationships with clients and serve as a trusted advisor
• Deliver customized tax planning recommendations and action plans
• Coordinate implementation with clients' attorneys, accountants, and other professionals

Tax Compliance Oversight
• Review complex individual, trust, business, and partnership tax returns
• Provide guidance regarding tax law changes and planning opportunities
• Support tax preparation efforts and ensure planning strategies are reflected in tax filings
• Maintain awareness of federal and state tax developments impacting clients

Advisor Collaboration
• Work closely with wealth advisors to integrate tax planning into comprehensive financial plans
• Assist in developing firm-wide tax planning processes and best practices
• Educate advisors and staff on tax-related planning opportunities
• Contribute to thought leadership, client education events, and planning initiatives

Compensation & Benefits
• Competitive base salary
• Performance-based bonus opportunity
• Retirement plan with employer contribution
• Health and wellness benefits
• Professional development and continuing education support
• Opportunity for long-term leadership and growth within a growing independent wealth management firm

Required Qualifications
• Active CPA license
• 8+ years of progressive tax experience
• Extensive experience serving high-net-worth individuals and families
• Strong expertise in individual, trust, partnership, and business taxation
• Demonstrated experience advising business owners and executives
• Deep understanding of tax-efficient wealth management strategies
• Exceptional analytical and communication skills
• Ability to build credibility and trust with affluent clients

Preferred Qualifications
• Experience within a wealth management firm, family office, or boutique CPA practice serving affluent clients
• Expertise in:
o Business succession planning
o Executive compensation planning
o Estate and gift tax strategies
o Trust planning
o Multi-state taxation
o Tax-efficient investment strategies
• Personal Financial Specialist (PFS), CFP®, MST, or similar advanced designation
• Experience working collaboratively with financial advisors

Who You Are

You are a technically strong tax professional who enjoys moving beyond compliance work and into strategic planning. You thrive in client-facing environments, can confidently advise affluent families on complex financial matters, and enjoy collaborating with a team of professionals to deliver exceptional client outcomes. You view tax planning as an ongoing process-not a once-a-year event-and understand how tax strategy integrates with investments, retirement planning, estate planning, and business planning.