From Tax Compliance to Financial Planning | A Career-Definin

DescriptionPlease apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPAAre you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career?This is a unique opportunity to leverage your tax expertise while expanding into financial planning and wealth management—without the stress of building a book of business or surviving another endless busy season.💰 Great Base + Bonus📍 San Ramon Why this opportunity stands outThis role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You'll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time.No prospecting. No cold calling. The firm brings you the clients so you can focus on what you do best.What you'll do Identify proactive tax planning opportunities by reviewing client tax returns Prepare tax projections and multi-year planning strategies Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies Participate in client meetings alongside advisors Build cash flow analyses and financial planning recommendations Collaborate with CPAs, EAs, and other client advisorsRequirementsWho they're looking for• Active CPA or EA• 5+ years of tax experience• Strong individual tax preparation and review experience• Passion for tax planning and financial planning• Excellent communication skills and a client-first mindsetWhy you'll love it Escape the busy-season lifestyle and enjoy year-round planning work No business development, prospecting, or cold calling Strong mentorship and a clearly defined career path into financial advising (if desired) Continuing education and licensing support Competitive bonus, excellent benefits, 401(k), and PTO Join a collaborative team that invests in your long-term successIf you've been thinking about taking your tax career in a new direction while continuing to make a meaningful impact on clients' financial lives, I'd love to connect.Job typePerm