Job Description

Job Description

About the Opportunity

We’re hiring a CPA & Tax Strategist on behalf of our client—a growing wealth management firm based in Winter Garden, FL. This team is forward-thinking, client-focused, and dedicated to serving high-net-worth individuals, business owners, executives, and medical professionals . Their mission: to deliver proactive, integrated financial and tax planning that creates lasting impact through strategy, collaboration, and insight.

This is not a siloed accounting seat—it’s a chance to join a collaborative wealth planning team , contribute ideas, and work closely with advisors and clients on forward-looking tax strategy .

Core Responsibilities

1. • Prepare and review individual, trust, and business tax returns for high-net-worth clients
2. • Collaborate year-round with wealth advisors to design and execute proactive tax strategies
3. • Research and implement advanced planning strategies, including entity structuring, retirement, charitable, and equity compensation planning
4. • Partner with the planning team on business succession and transition strategies
5. • Participate in client meetings and strategy sessions , translating complex strategies into clear client conversations
6. • Maintain strong command of evolving tax laws and their impact on client portfolios
7. • Build trusted client relationships and contribute to a team-first, collaborative culture

Candidate Profile

1. • CPA license required
2. • 3–5 years of tax experience, preferably with HNW individuals and closely held businesses
3. • Strong technical knowledge in tax compliance and planning
4. • Skilled at explaining complex tax strategies in client-friendly terms
5. • Collaborative, growth-minded, and excited to be part of an integrated advisory team
6. • Interest in financial planning and wealth management is a plus

Compensation & Benefits

1. • Base salary $90,000 – $100,000 (depending on experience)
2. • Revenue share bonus structure for significant upside potential
3. • Professional development support for CE, licensing, and certifications
4. • Values-driven culture where collaboration, respect, and growth are central
5. • Pathway for career growth within an expanding advisory firm

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