Certified Public Accountant

Opportunity

We are seeking an experienced CPA / Private Wealth Advisor to join a specialized advisory team supporting high-net-worth individuals, families, trusts, and privately held entities. This is an opportunity for an experienced accounting professional looking to move beyond traditional tax preparation and compliance into a high-impact, strategic advisory role. You'll work alongside experienced attorneys, wealth advisors, and other financial professionals to help clients navigate complex financial decisions, evaluate investment opportunities, and manage their broader financial interests.

The role offers exposure to sophisticated wealth structures, private investments, real estate transactions, business acquisitions, and multigenerational wealth planning.

What You'll Be Doing

Private Wealth & Financial Advisory

• Provide financial oversight and strategic guidance for high-net-worth individuals, families, trusts, and related business entities.
• Analyze financial statements, cash flow, liquidity, and overall financial positions to identify opportunities and potential risks.
• Collaborate with attorneys, investment advisors, accountants, and other professionals on comprehensive wealth management strategies.
• Support estate, gift, income tax, and wealth transfer planning initiatives.

Investment & Transaction Analysis

• Evaluate private investments, real estate transactions, acquisitions, and other business opportunities.
• Review financial projections, valuations, deal structures, and due diligence materials.
• Assess investment returns, tax implications, liquidity considerations, and potential financial exposure.
• Provide clear, actionable recommendations to support important investment and business decisions.

Tax Strategy & Planning

• Advise on complex tax considerations involving individuals, trusts, partnerships, LLCs, and closely held businesses.
• Review tax returns and financial reporting prepared by external accounting firms.
• Identify tax planning opportunities and collaborate with outside advisors to implement them.
• Support tax-efficient strategies involving capital gains, business ownership, estate planning, and wealth transfers.

Client Advisory & Relationship Management

• Work directly with senior leadership and high-net-worth clients on sensitive financial matters.
• Coordinate with banks, investment managers, legal counsel, and other professional service providers.
• Provide independent financial analysis and an additional level of oversight on significant decisions.
• Partner closely with the Director of Wealth Advisory to support client relationships and ongoing advisory initiatives.

What We're Looking For

Required Qualifications

• Active CPA license.
• 7+ years of experience in public accounting, private wealth advisory, family office services, or a related field.
• Experience advising high-net-worth or ultra-high-net-worth individuals and families.
• Strong knowledge of individual, partnership, trust, and estate taxation.
• Ability to evaluate financial statements, investment opportunities, and complex business transactions.
• Excellent communication skills and the ability to translate complex financial information into practical recommendations.
• Strong judgment, discretion, and professionalism when handling confidential client matters.

Preferred Experience

• Family office or private wealth advisory experience.
• Background with a Big Four, national, or established regional accounting firm.
• Exposure to private investments, commercial real estate, M&A, or closely held businesses.
• Master's degree in Taxation or an additional relevant professional credential.
• Established professional relationships within the South Florida financial, accounting, or legal community.

Why Consider This Opportunity?

• Go beyond traditional accounting: Apply your CPA expertise to sophisticated financial, investment, and business decisions rather than focusing primarily on tax preparation.
• Work with high-net-worth clients: Gain exposure to complex financial structures, private investments, and multigenerational wealth strategies.
• Make a meaningful impact: Your analysis and recommendations will directly influence important client decisions.
• Collaborate with experienced professionals: Work alongside attorneys, wealth advisors, and other specialists in a multidisciplinary advisory environment.
• Expand your advisory expertise: Build on your tax and accounting foundation while gaining broader exposure to investments, transactions, and strategic wealth planning.

The Ideal Fit

We're looking for someone who brings the technical depth of an experienced CPA and the commercial mindset of a trusted financial advisor. You'll be comfortable independently evaluating complex financial situations, identifying risks and opportunities, and providing thoughtful recommendations to clients and senior leadership. This is an opportunity to take your accounting expertise into a more strategic, relationship-driven role focused on helping high-net-worth clients make informed financial decisions.

Please apply or reach out for a confidential conversation.