Hybrid CPA / Enrolled Agent

Position Title: Hybrid CPA / Enrolled Agent Salary Range: $85,000–$125,000 / Year, DOE with additional performance bonus potential Turn tax expertise into real, measurable impact for clients. We are seeking a Hybrid CPA or Enrolled Agent to lead tax planning and strategy within a growing registered investment advisory firm serving high-net-worth individuals and retirees. This role goes beyond preparing returns—you’ll work alongside financial advisors to uncover tax-saving opportunities, develop proactive strategies, prepare clients for future tax years, and help build a tax division designed to become an integral part of the firm’s wealth management offering. The ideal candidate is a sharp, client-facing tax professional who genuinely enjoys tax strategy, stays ahead of changing regulations, and can translate complex concepts into clear, actionable guidance for clients. Responsibilities Spearhead the firm’s tax division and provide proactive tax planning, strategy, and preparation services for high-net-worth clients Develop tax-saving strategies that complement clients’ broader financial, retirement, and investment plans Prepare and review approximately 120 individual tax returns annually while supporting ongoing planning for a broader client base Partner closely with financial advisors and participate in client meetings to identify opportunities, answer tax-related questions and deliver highly personalized guidance Conduct year-round tax planning, projections and preparation to position clients for the upcoming tax year Stay current on evolving tax laws, strategies and planning opportunities and translate changes into practical recommendations for clients Contribute to client education initiatives, including the opportunity to lead tax seminars and explain strategies that have helped clients reduce their tax burden Requirements Active CPA or Enrolled Agent credential 3–5+ years of professional tax experience within an RIA, CPA firm, or similar client-focused tax environment Demonstrated experience developing tax strategies designed to reduce clients’ tax liabilities, not solely preparing returns Strong client-facing communication skills with the ability to explain complex tax concepts clearly and confidently Advanced Excel capabilities, including formulas, pivot tables, and VLOOKUPs Strong working knowledge of tax planning, preparation, and compliance with a commitment to continuously expanding technical expertise Bachelor’s degree Benefits Annual individual performance bonus potential of up to $20,000 Hybrid work schedule following the initial training period, typically 3–4 days in the office and 1–2 days from home Annual compensation reviews with opportunities for raises, profit sharing, and continued earnings growth Significant career growth potential with the opportunity to expand the tax division and eventually build a team #J-18808-Ljbffr Boutique Recruiting