Tax Consultant

Compensation

Base pay range: $90,000 - $120,000 per year.

Additional compensation:
Annual Bonus.

Garry Executive Search is partnering with a highly respected, growth‑oriented wealth management firm to hire a Tax Consultant/Advisor, a key role that bridges Tax, Financial Planning, and Client Service. The position sits at the center of tax‑integration initiatives, offering a blend of hands‑on tax analysis and client conversations in a planning‑forward, team‑oriented environment.

• Partner with Tax and Wealth Advisor teams to prepare for client tax review meetings (data gathering, report generation, follow‑up).
• Meet directly with clients to review tax information, answer questions, and help implement tax‑efficient planning strategies.
• Prepare and analyze federal and state income tax returns for designated clients.
• Monitor, track, and respond to notices related to federal, state, and local tax matters.
• Ensure clients remain compliant with IRS and state requirements.
• Research tax issues and lead assigned tax‑related projects.
• Document client interactions and follow‑up in the CRM; coordinate with advisors and external partners as needed.
• Stay current with relevant tax laws and proactively identify planning opportunities.

• Bachelor’s degree in finance, accounting, math, or related field.
• Minimum 2+ years of relevant experience (financial services or RIA experience a plus).
• CPA preferred but not required; EA required or ability to obtain.
• Strong analytical mindset with exceptional attention to detail.
• Ability to juggle multiple priorities while producing accurate, high‑quality work.
• Comfortable working independently and collaboratively within a close‑knit team.
• Tech‑savvy with Microsoft Office; experience with tax or accounting systems is a plus.
• A service‑oriented attitude and genuine interest in helping clients make smart financial decisions.

This RIA offers the stability, values, and client focus of a boutique practice — along with the career growth and mentorship you’d expect from a much larger firm.

You’ll step into a role with:

• Competitive compensation up to $120k
• 401(k) + match & profit sharing
• CE credits & license reimbursement
• Advancement opportunities within a growing team
• Wellness program & volunteer time off

Garry Executive Search is conducting the search on behalf of this firm.

To be considered, please apply or message me directly here on Linked In or email:

All inquiries are confidential.

We welcome applicants of all backgrounds, identities, and experiences. Garry Executive Search and our client are committed to fostering an inclusive hiring process and a workplace where everyone feels valued, supported, and able to thrive.

Associate

Full‑time

Accounting/Auditing

Financial Services and Capital Markets