Tax Advisor (Cpa)

Tax Advisor (CPA) Overview

• The Tax Advisor (CPA) will play a pivotal role in establishing a new tax advisory division within a growing wealth management firm.
• Collaborate closely with financial advisors to deliver integrated tax and wealth planning for high-net-worth individuals and families.
• Engage in strategic tax planning, focusing on long-term financial outcomes and holistic client solutions.
• Contribute to defining the brand, identity, and client experience of the tax practice.
• Enjoy a balanced work lifestyle with predictable hours and year-round advisory focus.
• Gain exposure to complex tax scenarios, including equity compensation, real estate holdings, and alternative investments.
• Be part of a collaborative team environment that values strategic thinking and relationship development.

Tax Advisor (CPA) Key Responsibilities & Duties

• Provide comprehensive tax planning and advisory services for diverse high-net-worth clients.
• Collaborate with financial advisors to integrate tax strategies into broader financial and estate planning.
• Prepare and review individual, trust, and small business tax returns with a proactive approach.
• Analyze and advise on equity compensation, stock plans, and related tax implications.
• Evaluate tax considerations for real estate investments, rental properties, and alternative investments.
• Develop and refine internal processes and client experience standards for the tax practice.
• Serve as a strategic resource for clients, focusing on education and long-term planning.

Tax Advisor (CPA) Job Requirements

• Certified Public Accountant (CPA) with 2–5 years of public accounting experience.
• Bachelor of Science in Business Administration (BSBA) or equivalent educational background.
• Proficiency in tax preparation and advisory for high-net-worth clients and complex scenarios.
• Experience with equity compensation, corporate stock filings, and real estate taxation.
• Interest in alternative investments and wealth-management-aligned tax strategies.
• Strong analytical skills and ability to develop strategic, client-focused solutions.
• Ability to work in a hybrid environment with a collaborative team.