CPA - Tax Planning (HNW Clients) $150-170k - Wexford or McMurray, PA

Job Description

Job Description

Are you an experienced CPA who enjoys helping successful individuals and families make smarter tax decisions, beyond just preparing returns?

Integrated Tax Advisors is seeking an experienced tax professional that will work in partnership with Fragasso Financial Advisors to deliver integrated tax planning and tax preparation services for high-net-worth clients.

Employment Notice : This position is employed exclusively by Integrated Tax Advisors, an independent tax company affiliated with Fragasso Financial Advisors. Although this role works closely with Fragasso Financial Advisors' advisors and clients, this position will be an employee of the affiliated tax firm.

This is a unique opportunity to help build and lead a growing tax planning practice while collaborating with an established wealth management firm serving affluent clients. You will work directly with financial advisors to provide proactive tax strategies that will become part of each client's overall financial plan. If you enjoy solving complex tax issues, working collaboratively with advisors, and helping shape the future of a growing tax practice, we would love to talk with you.

What You'll Do

High-Net-Worth Tax Planning & Preparation

- Lead tax planning and tax preparation services for select high-net-worth individuals and families

- Identify opportunities to reduce tax liabilities through proactive planning

- Develop tax strategies related to:

• Investments and capital gains
• Retirement income
• Roth conversions
• Charitable giving
• Estate and wealth transfer planning

- Deliver thoughtful recommendations that improve clients' overall financial outcomes

Partner with Financial Advisors

- Collaborate closely with financial advisors to integrate tax planning into comprehensive financial plans

- Participate in client meetings when tax expertise adds value

- Coordinate with advisors on tax-efficient planning strategies

Strategic Tax Planning

- Monitor and advise on planning opportunities including:

• Capital gains management
• Income tax bracket optimization
• Roth conversion strategies
• Medicare IRMAA planning
• Tax-loss harvesting coordination
• Retirement distribution planning

Help Build the Practice

- This role offers more than client work. You will help develop the firm's tax planning capabilities by:

• Creating scalable tax planning workflows
• Developing planning frameworks
• Improving advisor collaboration
• Building client-facing planning tools
• Establishing best practices for integrated tax planning

Qualifications

We are looking for an experienced professional who combines technical expertise with excellent communication skills and an entrepreneurial mindset.

Requirements include:

• Active CPA license in good standing
• Bachelor's degree in Accounting, Finance, or related field
• 8–15+ years of tax planning and tax preparation experience
• Extensive experience serving high-net-worth individuals and families
• Ability to explain complex tax concepts in practical, client-friendly language

Preferred Experience

- Master's degree in Taxation or Accounting

- Working alongside wealth management firms, financial advisors, or family offices

- Developing tax planning processes or building a tax practice

- Advising clients regarding:

• Closely held businesses
• Liquidity events
• Concentrated stock positions
• Equity compensation
• Estate and trust tax matters
• Significant charitable planning
• Tax-efficient retirement withdrawal strategies

Why This Opportunity Is Different

This position offers the opportunity to:

- Work with an established wealth management firm serving high-net-worth clients

- Become the lead tax resource supporting integrated financial planning

- Enjoy a better work-life balance than typical tax firms, including a hybrid remote work opportunity

- Build and influence a growing tax planning practice

- Work collaboratively with experienced financial advisors

- Focus on proactive planning beyond annual tax preparation

- Help shape the future direction of an expanding affiliated tax firm

Employment Structure

This position is employed by Integrated Tax Advisors, a tax company affiliated with Fragasso Financial Advisors.

- The individual selected for this position will:

- Be employed by Integrated Tax Advisors

- Provide tax planning and tax preparation services through that entity

- Maintain all required CPA licensing and professional responsibilities through the affiliated entity

- Collaborate with advisors at Fragasso Financial Advisors in serving shared clients

Fragasso Financial Advisors does not employ the individual hired for this position and is not the provider of tax preparation services. Integrated Tax Advisors is solely responsible for its employment relationship, professional services, regulatory compliance, and client engagements.

Integrated Tax Advisors offers an excellent benefit package and a hybrid, remote working opportunity.

Integrated Tax Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.