Tax Strategist & Senior CPA

About Reno Tahoe Wealth Management

Reno Tahoe Wealth Management is an independent wealth management firm serving successful individuals, families, business owners, and executives throughout Northern Nevada and beyond. Our team is committed to delivering personalized advice through a collaborative, client‑first approach grounded in integrity, transparency, education, and comprehensive planning. We work closely with our clients and their professional advisors to help them make confident decisions about their financial future.

As our firm continues to grow, we are seeking an experienced CPA and tax strategist to become an integral member of our planning team. This individual will help clients navigate complex tax issues while partnering closely with advisors to deliver sophisticated wealth management solutions.

The Tax Strategist & Senior CPA will serve as the firm's internal tax expert, providing advanced tax planning and consulting services for high‑net‑worth individuals, business owners, executives, retirees, and multi‑generational families. This is not a traditional tax‑preparation role. While oversight of tax compliance may be involved, the primary focus will be proactive tax strategy, planning, and client consultation. The ideal candidate enjoys solving complex tax challenges, building trusted client relationships, and collaborating with financial advisors to create integrated wealth management strategies.

• Develop sophisticated tax strategies for high‑net‑worth clients and families
• Analyze and recommend tax‑efficient wealth transfer, estate, charitable giving, and legacy planning techniques
• Create tax‑efficient retirement income and distribution strategies
• Evaluate Roth conversion opportunities and retirement account distribution planning
• Provide planning around stock compensation, executive benefits, deferred compensation, and concentrated stock positions
• Consult on business succession, business sales, liquidity events, and exit planning
• Identify opportunities to reduce current and future tax liabilities across a client's balance sheet

• Prepare and review complex individual, trust, estate, gift, state, partnership, and business tax returns for the firm's high‑net‑worth clientele, ensuring exceptional quality, compliance, and client service.
• Integrate tax preparation with comprehensive wealth planning by identifying and implementing tax‑saving strategies for business owners, executives, retirees, and multi‑generational families throughout the year.

• Participate in client meetings as a key member of the advisory team
• Explain complex tax concepts in a clear, understandable manner
• Develop long‑term relationships with clients and serve as a trusted advisor
• Deliver customized tax planning recommendations and action plans
• Coordinate implementation with clients' attorneys, accountants, and other professionals

• Review complex individual, trust, business, and partnership tax returns
• Provide guidance regarding tax law changes and planning opportunities
• Support tax preparation efforts and ensure planning strategies are reflected in tax filings
• Maintain awareness of federal and state tax developments impacting clients

• Work closely with wealth advisors to integrate tax planning into comprehensive financial plans
• Assist in developing firm‑wide tax planning processes and best practices
• Educate advisors and staff on tax‑related planning opportunities
• Contribute to thought leadership, client education events, and planning initiatives

• Competitive base salary
• Performance‑based bonus opportunity
• Retirement plan with employer contribution
• Health and wellness benefits
• Professional development and continuing education support
• Opportunity for long‑term leadership and growth within a growing independent wealth management firm

• Active CPA license
• 8+ years of progressive tax experience
• Extensive experience serving high‑net‑worth individuals and families
• Strong expertise in individual, trust, partnership, and business taxation
• Demonstrated experience advising business…