Tax Advisor
Listed on 2026-10-05
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Finance & Banking
Tax Accountant, Tax Manager, Accounting & Finance -
Accounting
Tax Accountant, Tax Manager, Accounting & Finance, Public Accounting
We’re an independent investment firm based in Little Rock and Nashville. We partner with clients across the country to simplify complex financial decisions through personalized financial planning and evidence based investing. Our collaborative team believes in transparency, staying disciplined, and always putting people first.
Why Join Us?Are you ready to leave the tax season grind behind? We’re looking for a tax expert to help build and lead an in-house tax division for our established investment management firm. You will step into an active pipeline of high income clients while enjoying a flexible schedule and far lighter workload than traditional firms. If you want to build something meaningful without sacrificing your work-life balance, we want to connect.
WhatYou'll Do:
- Tax Prep & Review:
Prepare and perform tax returns and reviews for individuals. Complex returns may be routed to external partner CPA firm if needed. - Professional Accounting:
Deliver tailored accounting services for high-net-worth clients, owner-operator businesses, and small professional practices. - Tax Planning:
Partner with investment team to plan tax-smart strategies, distributions, and retirement cash flow. - Build Your Career Your Way:
Opportunity to focus on tax advice, prep and planning, or advance to manage a team of Tax Advisors.
- A relationship-driven professional with an engaging communication style that naturally builds trust and makes client interactions enjoyable.
- Bachelor's degree in accounting or related field.
- Certified Public Accountant (CPA) license required.
- Five+ years of tax and accounting experience.
- Value-Based Pay: A competitive compensation model that rewards your impact rather than billable time.
- Work-Life Balance:
Three weeks of PTO, along with all federal holidays off, ensuring you have time to disconnect and recharge throughout the year. - Comprehensive Benefits: 100% employer-paid medical, dental, and vision insurance.
- 401(k) with Employer Match:
Invest confidently in your retirement with a dollar-for-dollar employer match up to 4%. - Professional Development:
Support for career growth through ongoing education and mentoring from our experienced CPA network.
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