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Join a growing wealth management firm expanding its tax advisory practice. Take on a leadership role, build a new division, and grow your career with potential for future ownership. This is an exciting opportunity to lead a team of tax professionals in a collaborative, family-oriented environment. Enjoy flexibility, competitive compensation, and the chance to advise high-net-worth individuals and business owners, all while maintaining work-life balance.
Job Responsibility:
Prepare and review complex tax returns for individuals, businesses, and trusts
Act as the main point of contact for clients, providing expert tax guidance
Lead and mentor a team of tax professionals
Improve processes and workflows to support the firm’s expansion.
Requirements:
CPA or EA with 7+ years of experience in tax advisory
Strong background in high-net-worth and business tax filings
Leadership experience and excellent client communication skills
Organized, deadline-driven, and able to manage multiple priorities.
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