We’re looking for a Certified Public Accountant (CPA) with a passion for proactive tax planning and client service. As a CPA Tax Advisor, you’ll work closely with our financial planning team to provide integrated, year-round tax guidance that supports each client’s long-term goals.
Key Responsibilities:
- Review and prepare individual and business tax returns
- Identify and implement tax-saving strategies across client portfolios
- Collaborate with financial advisors to ensure cohesive financial and tax planning
- Monitor changes in tax law and communicate relevant updates to the team
- Provide clients with practical, easy-to-understand recommendations
Qualifications:
- Active CPA license (required)
- Minimum 3 years of tax preparation and advisory experience
- Strong communication and organizational skills
- Experience working in financial planning or wealth management environments preferred
Why Join Us:
You’ll be part of a collaborative, growth-oriented team that values integrity, excellence, and client success. We offer flexible scheduling, competitive pay, and the opportunity to make a lasting impact on the lives of the clients we serve.
