Advanced Tax Strategist (Tampa)

Role Title: Advanced Tax Strategist

Location: Tampa, FL

Employment Type: Full-Time

Client Industry: Wealth Management (Family Office)

Compensation: $150,000 - 180,000

Summary: A boutique wealth management firm in Tampa, FL is seeking an Advanced Tax Strategist to serve high- and ultra-high-net-worth families and business owners. This strategic planning role goes beyond compliance—you'll analyze complex individual, corporate, partnership, and trust returns to build proactive, multi-year tax strategies, collaborating with clients' CPAs, attorneys, and advisors on liquidity events, estate planning, and charitable giving. Ideal for a CPA/JD/LLM-credentialed tax professional with 5+ years of HNW/UHNW experience seeking real client impact in a flat, ownership-driven firm.

Why It’s Worth Your Time

• Serve as a key advisor on advanced tax planning strategies for high- and ultra-high-net-worth individuals, families, and business owners.
• Work on complex matters involving trusts, estates, business entities, charitable planning, and liquidity events.
• Collaborate directly with advisors, CPAs, attorneys, and other professionals to influence client outcomes.
• Contribute to the development of internal planning resources and strategic processes.
• Operate in a client-focused environment where technical expertise and sound judgment drive decision-making.

What You’ll Own

• Analyze individual, corporate, partnership, and trust tax returns to identify planning opportunities and risks.
• Develop multi-year tax strategies aligned with clients’ financial, business, and estate planning objectives.
• Model tax and financial outcomes to evaluate planning alternatives and recommendations.
• Support clients through business sales, recapitalizations, and other liquidity events.
• Evaluate opportunities related to entity structuring, executive compensation, charitable planning, real estate, and wealth transfer.
• Research emerging tax strategies and assess technical validity, implementation requirements, and risk factors.
• Monitor federal and state tax law changes and translate developments into actionable planning recommendations.
• Present complex tax concepts to clients and professional partners in a practical, understandable manner.
• Maintain detailed documentation of recommendations, assumptions, risks, and follow-up actions.

Must-Haves

• Bachelor’s degree in Accounting, Taxation, Finance, or a related field.
• Experience analyzing individual, corporate, partnership, and trust tax returns.
• Strong background in advanced tax planning for high-net-worth individuals, families, or business owners.
• Knowledge of entity taxation, business-owner planning, estate and trust taxation, charitable planning, and liquidity-event planning.
• Ability to evaluate tax strategies from both technical and practical perspectives.
• Strong research, financial modeling, analytical, and critical-thinking skills.
• Experience collaborating with external advisors, including CPAs and attorneys.

Nice to Have

• CPA, JD, LLM in Taxation, or other advanced tax credential.
• Five or more years of tax planning, advisory, or strategic consulting experience.
• Experience with closely held businesses and complex ownership structures.
• Exposure to estate planning, wealth transfer strategies, and trust administration.
• Experience supporting clients through mergers, acquisitions, business sales, or recapitalization events.
• Background developing technical resources, planning processes, or client education materials.