Senior Tax Associate

Job Description

Strategic Wealth Advisors Group (SWAG) is a premier financial planning and insurance organization dedicated to empowering families and businesses through comprehensive wealth strategies. We're a professional yet deeply welcoming team that prioritizes integrity, excellence, and long-term mentorship, and we're looking for an experienced CPA to join us as a Senior Tax Associate, helping build and lead our in-house tax and accounting department from the ground up.

As our Senior Tax Associate, you'll oversee tax preparation and proactive planning while partnering directly with our financial advisors to deliver comprehensive strategies that help clients retire with confidence. This is a rare opportunity for a CPA who enjoys advising clients, building systems, and shaping a tax practice rather than stepping into one that's already set in stone. You'll have direct access to expert-led training and industry resources, and the chance to build lasting relationships with a diverse client base within a firm that genuinely invests in your growth.

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Career Growth Opportunities
• Retirement Plan
• Mon-Fri Schedule
• Paid Professional Education and CPA Dues

• Partner with our financial planners to develop proactive tax strategies that align with clients' long-term financial goals.
• Prepare and review individual, trust, and business tax returns with accuracy and attention to detail.
• Provide year-round tax planning and consulting services, not just seasonal tax preparation.
• Educate clients on tax laws, planning opportunities, and strategies to improve their overall financial outcomes.
• Identify tax-saving opportunities and implement customized planning solutions.
• Research federal, state, and local tax issues and communicate recommendations clearlyto clients and advisors.
• Serve as the firm's primary tax resource, collaborating with advisors on complex clientsituations.
• Develop processes and best practices as we continue to grow our tax services.
• Build strong, lasting relationships with clients through exceptional service and trusted advice.
• Stay current on tax law changes and communicate their impact to clients and internal team members.

• Active Certified Public Accountant (CPA) license required.
• Bachelor's degree in Accounting or related field (Master's in Taxation preferred).
• 3+ years of tax experience in public accounting or a financial advisory environment.
• Strong knowledge of individual, business, and trust taxation.
• Experience providing tax planning in addition to tax compliance.
• Excellent communication and client relationship skills.
• Ability to collaborate effectively with financial advisors and other professionals.
• Entrepreneurial mindset with an interest in helping build and grow a tax practice.