CPA Tax Planner & Strategist

Confidence Wealth Managment

30d

About The Position

The CPA Tax Planner & Strategist is a senior, client-facing professional responsible for delivering proactive tax planning, integrated tax strategy, and tax compliance services to high-net-worth individuals, families, and business owners of the firm. This role partners closely with Wealth Advisors to incorporate tax considerations into holistic financial planning, investment strategy, retirement planning, and estate coordination.
This position is designed for a CPA who thrives in a fiduciary, advice-first environment and who views tax planning as a strategic, year-round value driver—not solely a compliance function.

Requirements

• Active CPA license in good standing
• 5+ years of progressive tax experience (public accounting, wealth management, or family office)
• Demonstrated expertise in individual, business, and trust taxation
• Strong experience with tax planning beyond basic compliance
• Excellent written and verbal communication skills
• High ethical standards and commitment to fiduciary principles

Nice To Haves

• Prior experience working with an RIA, family office, or wealth management firm
• Experience serving high-net-worth and ultra-high-net-worth clients
• CFP® designation or significant financial planning experience
• Familiarity with financial planning and tax planning software
• Leadership or mentoring experience

Responsibilities

• Develop and implement proactive, customized tax strategies for clients, including: Tax-efficient investment and asset location strategies, Roth conversion analysis and multi-year tax projections, Capital gains and loss harvesting coordination, Charitable planning (DAFs, QCDs, gifting strategies), Retirement income tax sequencing, Equity compensation and executive compensation planning, Business owner, pass-through entity, and multi-state tax planning.
• Conduct scenario modeling and tax impact analysis to support planning recommendations.
• Monitor tax law changes and assess client-specific implications.
• Serve as a primary tax advisor to assigned clients.
• Lead and participate in client meetings to explain tax strategies and recommendations in a clear, client-friendly manner.
• Collaborate with Wealth Advisors to align tax strategies with investment, financial, and estate planning objectives.
• Coordinate with external professionals (estate attorneys, external CPAs, trustees) as needed.
• Embed tax assumptions and strategies into financial planning software and client plans.
• Partner with advisory teams to ensure tax considerations are incorporated into: Investment decisions, Retirement and distribution strategies, Estate and legacy planning.
• Ensure all recommendations align with fiduciary obligations and firm planning standards.
• Prepare and/or review federal and state tax returns, including: Individual (Form 1040), Trust and estate (Form 1041), Business returns (Forms 1120S, 1065, Schedule C).
• Ensure accuracy, compliance, and documentation consistent with regulatory and professional standards.
• Oversee tax filing timelines, extensions, and client communications.
• Act as an internal tax resource for advisors and planning teams.
• Educate advisors on tax-sensitive planning strategies and current tax developments.
• Assist in developing tax planning workflows, processes, and best practices.
• Contribute to firm thought leadership, including tax updates, planning memos, and client education materials.

Benefits

• Competitive base salary commensurate with experience
• Performance-based bonus and/or incentive compensation
• Comprehensive benefits package, including health insurance, retirement plan, and paid time off
• Professional development and continuing education support
• Potential for long-term growth, leadership opportunities, and participation in firm success

What This Job Offers

• Job Type: Full-time
• Career Level: Senior