CPA- Advanced Tax Planning Specialist
About The Position
This role is designed for a CPA who views tax planning as a strategic discipline, not a seasonal task. You will work with high-income physicians and business owners whose tax returns often reveal structural gaps that traditional tax preparation has never corrected. Your work will directly influence planning outcomes, implementation quality, client retention, and the firm’s technical authority. We are hiring a CPA who can move beyond tax preparation and into proactive planning. This role is responsible for reviewing tax returns, identifying structural gaps, building tax planning recommendations, coordinating implementation, and supporting client-facing planning conversations. The right candidate understands entity design, reasonable compensation, retirement plan coordination, deductions, credits, passive activity rules, and tax-sensitive wealth planning.
Requirements
- Active CPA license required.
- 6+ years of tax experience; public accounting, family office, or advanced planning experience preferred.
- Strong knowledge of individual and pass-through taxation.
- Ability to explain complex tax concepts to non-technical clients.
- Comfortable working in a planning-first environment rather than a compliance-only environment.
Nice To Haves
- Experience with physicians, closely held businesses, high-income W-2 earners, and 1099 professionals preferred.
Responsibilities
- Review tax returns and identify missed planning opportunities.
- Prepare and review advanced tax planning deliverables.
- Coordinate with tax attorneys, advisors, insurance professionals, and implementation teams.
- Help clients move from strategy to execution with clear documentation.
- Create scalable technical standards for planning workpapers and recommendations.
- Analyze individual, business, partnership, and S corporation returns.
- Model federal and state tax outcomes under multiple planning scenarios.
- Prepare technical planning summaries and client-ready recommendations.
- Support implementation of entities, accountable plans, retirement plans, family management companies, Augusta Rule documentation, and other strategies as appropriate.
- Review tax projections, estimated payments, and year-end planning opportunities.
- Train junior planners and analysts on tax planning methodology.
Benefits
- 401(k)
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
