Tax CPA - Wealth Management & Advisory

Licensed Cpa OpportunityWe're seeking a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role combines tax compliance with strategic planning, offering opportunities to advise clients on tax efficiency, estate planning, retirement, and long-term wealth preservation.Key ResponsibilitiesPrepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.Develop tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency.Analyze financial statements and client records to identify tax-saving opportunities and recommend strategies.Research tax legislation, regulatory updates, and complex tax issues to provide accurate, current guidance.Manage tax compliance and planning for trusts, estates, fiduciary accounts, and related entities.Advise clients on retirement planning, business transitions, estate transfers, and wealth preservation.Communicate tax results and planning recommendations in clear, practical terms.Build lasting client relationships through proactive communication and ongoing advisory support.Review tax returns, workpapers, supporting schedules, and financial records for accuracy and compliance.Collaborate with senior professionals on complex tax engagements and customized client solutions.Manage multiple client accounts, filing requirements, and deadlines throughout the tax year.Identify opportunities to improve client service and expand advisory relationships.