Certified Public Accountant
Listed on 2026-10-15
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Finance & Banking
Tax Advisor, Tax Manager, Accounting & Finance, Tax Accountant -
Accounting
Tax Advisor, Tax Manager, Accounting & Finance, Tax Accountant
Epic Private Wealth is seeking a highly experienced and entrepreneurial Certified Public Accountant (CPA) to join our growing Richland office. This is a unique opportunity for a tax professional ready to lead
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The ideal candidate is a strategic thinker, exceptional communicator, and seasoned tax advisor who thrives in a client-facing role and is passionate about helping clients reduce their tax burden while building long-term wealth. You'll work directly with business owners, high-net-worth individuals, and investors, delivering proactive tax planning, compliance, and advisory services.
Key Responsibilities- Provide comprehensive tax planning and strategy for individuals, small businesses, and high-net-worth clients.
- Prepare and review complex tax returns (individual, partnership, corporate, fiduciary) with accuracy and insight.
- Analyze clients' financials and identify opportunities for tax optimization, entity structuring, and retirement planning
. - Stay current on federal and state tax law changes and communicate key updates to clients and team members.
- Represent clients before the IRS and state agencies in audits or correspondence, as needed.
- Collaborate with financial advisors, investment strategists, and legal partners to create holistic financial strategies
. - Mentor junior tax professionals and support team development.
- Participate in firm growth initiatives, business development, and leadership discussions as a future partner
.
- Active CPA license (Arizona or reciprocal state).
- Minimum 5 years of experience in tax preparation and strategic planning, preferably in a public accounting or advisory firm.
- Bachelor's degree in accounting or related field;
Master's in Taxation (MST) or equivalent a plus. - Deep understanding of individual, corporate, partnership, and trust taxation
. - Proven ability to advise clients on complex tax issues and planning opportunities.
- Proficient in tax software and accounting systems (e.g., Tax Act, Pro Connect, Quick Books, etc.).
- Excellent verbal and written communication skills; confident with client presentations.
- Self-motivated,
entrepreneurial mindset
, and team-oriented with a desire to lead and grow with the firm.
- Path to Partnership - Leadership and equity opportunity within an established firm.
- Competitive salary with performance-based incentives.
- Comprehensive benefits package including health, 401(k), and paid time off.
- Access to a broad client base of growing businesses and high-net-worth individuals.
- A supportive, values-driven culture focused on client excellence and professional growth.
Epic Private Wealth is a boutique advisory firm offering high-end financial planning, investment management, and strategic tax services
. With offices in Washington and Arizona, we provide white-glove service to successful individuals, entrepreneurs, and families who seek integrated, expert-level guidance to build and preserve their wealth. Our collaborative team includes CFP®s, investment professionals, tax professionals, tax advisors
-all working together to deliver a seamless client experience.
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