CPA Tax Planner & Strategist
RemoteUnited States
United StatesRemoteFull TimeSenior LevelSmall
Full TimeSenior LevelSmall
Job Summary
Develop proactive tax strategies for high-net-worth clients, including Roth conversions, capital gains harvesting, and multi-state business planning. Lead client advisory sessions to explain recommendations and collaborate with Wealth Advisors on holistic financial and estate objectives. Prepare and review federal and state tax returns for individuals, trusts, and businesses while monitoring regulatory changes. Serve as an internal tax resource to educate advisors on tax-sensitive strategies and contribute to firm thought leadership materials.
Required Qualifications
- Active CPA license in good standing
- 5+ years of progressive tax experience (public accounting, wealth management, or family office)
- Demonstrated expertise in individual, business, and trust taxation
- Strong experience with tax planning beyond basic compliance
- Excellent written and verbal communication skills
- High ethical standards and commitment to fiduciary principles
Desired Qualifications
- Prior experience working with an RIA, family office, or wealth management firm
- Experience serving high-net-worth and ultra-high-net-worth clients
- CFP® designation or significant financial planning experience
- Familiarity with financial planning and tax planning software
- Leadership or mentoring experience
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