Ivalue Financial Planning

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 CFP® 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