CPA Tax Planner, Strategist

This is a fully remote position, open to applicants in United States.

📋 Description

• Design and execute proactive, tailored tax strategies for clients.

• Act as the primary tax consultant for designated clients.

• Facilitate and engage in client meetings to discuss tax strategies and recommendations.

• Integrate tax assumptions and strategies into financial planning software and client plans.

• Prepare and/or review federal and state tax returns.

• Serve as an internal tax resource for advisors and planning teams.

• Provide education to advisors on tax-sensitive planning strategies.

⛳️ Requirements

• Must possess an active CPA license in good standing.

• Requires 5+ years of progressive tax experience (in public accounting, wealth management, or family office).

• Proven expertise in individual, business, and trust taxation.

• Strong background in tax planning that goes beyond basic compliance.

• Exceptional written and verbal communication skills.

• High ethical standards and a strong commitment to fiduciary principles.

• Prior experience with an RIA, family office, or wealth management firm is preferred.

• Experience in servicing high-net-worth and ultra-high-net-worth clients is preferred.

• CFP® designation or significant financial planning experience is preferred.

• Familiarity with financial planning and tax planning software is preferred.

• Leadership or mentoring experience is preferred.

🏝️ Benefits

• Competitive base salary based on experience.

• Performance-based bonus and/or incentive compensation.

• Comprehensive benefits package that includes health insurance, retirement plan, and paid time off.

• Support for professional development and continuing education.

• Opportunities for long-term growth, leadership roles, and participation in firm success.