Tax Advisory Professional

and the job listing Expires on August 27, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

A growing wealth management firm is expanding its service offerings by building a dedicated tax advisory practice
. They are seeking a CPA with 2+ years of public accounting experience
—ideally someone who is ready for a change from long hours, heavy seasonal workloads, and repetitive tax cycles.

This is a unique opportunity to help build a tax practice from the ground up while working alongside financial advisors to deliver comprehensive planning for high-net-worth individuals, mid-career professionals, business owners, and families.

• A chance to step out of traditional public accounting and help shape a new tax services division.
• Direct involvement in developing the brand, identity, and client experience for the tax practice.
• A more balanced lifestyle with predictable hours and a strong emphasis on long‑term client relationships rather than volume‑driven tax seasons.
• Exposure to vesting schedules, real estate and alternative investments, equity compensation
  , and other wealth‑management‑aligned tax strategies.
• Competitive compensation in the $110K–$130K range.

• CPA with 2–5 years in public accounting
• Strong tax preparation and advisory foundation
• Experience with corporate stock filings
  , equity vesting, or high‑net‑worth clients
• Someone who enjoys tax work but wants a more strategic, client‑facing role
• Interest in helping build and define a new service line within a respected wealth management brand