Tax Preparer CPA Required

About Avaii At Avaii Wealth Management, we believe financial planning should be clear, comprehensive, and personalized. Our mission is to help clients navigate every stage of life with confidence through integrated financial planning, wealth management, retirement planning, and tax planning services. As an independent, fee-focused advisory firm, we put clients first and provide practical advice in a language they can understand. (Avaii Wealth Management)

We are seeking a Tax Associate who is passionate about helping clients achieve their financial goals through thoughtful planning, proactive tax strategies, and exceptional client service.

Position Summary The Tax Associate supports our advisors and tax professionals in delivering comprehensive financial and tax planning solutions. This role combines analytical expertise, client interaction, and technical planning responsibilities to help clients build, preserve, and transfer wealth efficiently.

Key Responsibilities Tax Planning & Preparation

Prepare individual income tax returns and related tax documents.

Conduct tax planning analyses to identify opportunities for tax savings and efficiency.

Review tax returns and financial plans to uncover planning opportunities.

Assist with year-end tax projections and tax strategy implementation.

Research tax law changes and communicate relevant planning implications to advisors and clients.

Prepare and maintain comprehensive financial plans for individuals and families.

Analyze client financial information, including cash flow, retirement readiness, investments, insurance coverage, and estate planning considerations.

Support retirement income and cash flow projections.

Qualifications Required Bachelor's degree in Accounting, Finance, Financial Planning, Business, or related field.

1+ years of experience in financial planning, tax preparation, accounting, wealth management, or a related profession.

Proficiency in Microsoft Excel and financial software applications.

Preferred CPA, CFP®, EA, or progress toward obtaining a professional designation.

Experience preparing individual tax returns.

Experience with financial planning software and CRM systems.

Understanding of retirement planning, investment principles, and tax-efficient planning strategies.

Deliver accurate and actionable financial and tax planning analyses.

Help clients make confident financial decisions that align with their life goals. (Opportunity to work alongside experienced wealth advisors and tax professionals.

Exposure to comprehensive financial planning and tax strategy work.

Meaningful work helping clients achieve financial confidence and peace of mind. (