We are seeking an experienced and relationship-driven CPA or EA tax professional to join a growing independent financial planning and wealth management practice. This senior-level role is ideal for a seasoned tax professional with 10+ years of experience serving high-net-worth individuals, families, business owners, and retirees through tax preparation, and tax-focused wealth strategies.
Key Responsibilities
- Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses.
- Deliver proactive tax planning strategies integrated with overall financial and investment plans.
- Assume responsibility for an existing book of 150 individual and business tax clients while maintaining high service standards and strengthening long-term client relationships.
- Develop and maintain long-term client relationships built on trust, fiduciary advice, and exceptional service.
- Participate in business development and referral relationship management.
Qualifications
- Active CPA license or Enrolled Agent (EA) license
- CFPยฎ certification desirable
- 10+ years of tax planning, and tax preparation experience
- Extensive experience preparing individual and business tax returns
- Demonstrated ability to manage and retain an established client base
- Strong interpersonal, analytical, and communication skills
- Proven ability to work with affluent and high-net-worth clients
Preferred Attributes
- Entrepreneurial mindset with a client-first philosophy
- Strong ethical standards and commitment to fiduciary advice
- Ability to cultivate multi-generational client relationships
- Experience using modern financial planning, tax, and CRM software platforms
Compensation & Benefits
- Competitive base compensation plus incentive opportunities
- Flexible work environment
- Long-term growth and leadership potential
- Opportunity to work within a highly personalized, independent planning practice focused on deep client relationships and comprehensive advice
This is an outstanding opportunity for a seasoned professional seeking a collaborative, independent environment where thoughtful planning, integrated tax expertise, fiduciary advice, and long-term client relationships are valued above product sales.
Employment Type: Full Time
Years Experience: 10 - 15 years
Salary: $100,000 - $150,000 Annual
Bonus/Commission: No