Senior Tax CPA & Wealth Planning Advisor
Listed on 2026-11-01
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Finance & Banking
Wealth Management, Tax Advisor
The Life Wealth Group is seeking a CPA to prepare and review complex individual, trust, and business tax returns for high-net-worth clients, working closely with wealth advisors to deliver proactive, year-round tax strategies.
The role involves researching advanced planning solutions such as entity structuring, retirement and charitable strategies, equity compensation, and business succession planning, translating complex tax concepts into clear guidance for clients.
The Senior Tax CPA & Wealth Planning Advisor position in the Finance field is open for applications.
Learn more about the Senior Tax CPA & Wealth Planning Advisor role in the description above.
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Join The Life Wealth Group and contribute to our ongoing work.
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This posting is for the Senior Tax CPA & Wealth Planning Advisor role at The Life Wealth Group, based in FL, United States.
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