Wealth Management Tax Advisor, CPA

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Wealth Management Tax Advisor, CPA

We’re seeking a talented Wealth Management Tax Advisor, CPA to join our dynamic, fast-growing, and close-knit team. This role offers the chance to work with high-net-worth individuals and wealth advisors on complex tax strategies while advancing your career in a collaborative and supportive environment.

As a Company, our focus is on teamwork, honesty, integrity, and building trust with our clients. Our team doesn’t just work together—we thrive together.

About The Role

As a Wealth Management Tax Advisor, CPA, you will be responsible for overseeing the preparation and review of individual, fiduciary, and business tax returns, collaborating with wealth advisors on tax harvesting strategies, and providing expert guidance to clients on proactive tax planning.

Key Responsibilities For The Wealth Management Tax Advisor

• Prepare and review individual, fiduciary, and business income tax returns.
• Collaborate with wealth advisors to implement tax harvesting strategies and optimize financial outcomes.
• Advise clients on complex tax issues and provide proactive tax planning solutions.
• Develop tax projections and research tax implications to guide client decisions.
• Build and maintain strong relationships with high-net-worth individuals and wealth advisors.
• Manage multiple clients, budgets, and deadlines while maintaining exceptional service quality.
• Mentor and train staff on tax-related matters, fostering growth within the team.
  
  

Must-Haves

Qualifications and Skills

• Bachelor’s degree in Accounting or Finance.
• CPA certification.
• 6 years of experience in individual tax returns and tax harvesting, with a preference for working with high-net-worth clients.
• Prior experience collaborating with wealth advisors.
• Strong accounting, analytical, and problem-solving skills.
  
  

Preferred Traits

• Self-motivated, eager to grow, and capable of managing competing priorities.
• A team player who thrives in a collaborative environment.
• Strong interpersonal and communication skills, with the ability to build client trust.
  
  

Benefits & Compensation

• Salary Range: $140,000–$170,000, DOE.
• Bonuses
• Health Benefits
• PTO
• 401K
  
  

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share. JOB ID: 152096 #post

Rachael Faifer

To Apply for this Job Click Here

, $140,000 - $170,000,