Autonomous CPA for High-Net-Worth Tax Advisory

Advisor Talent Management; Atlanta (GA); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Advisor Talent Management is seeking an experienced CPA to advise high-net-worth individuals and families. You’ll manage your own client portfolio within an established platform, enjoying autonomy, a strong support infrastructure, and the opportunity to build a thriving practice without cold prospecting.

You will provide proactive tax planning and personalized guidance, coordinate with financial advisors and attorneys, and grow your portfolio through exceptional service.

Qualifikationen

• Active CPA license in good standing.
• Expertise in individual taxation and tax planning.
• Experience with high-net-worth clients preferred.
• Strong communication and relationship-management abilities.
• Ability to manage client engagements independently.

Aufgaben

• Manage and develop relationships with high-net-worth clients.
• Prepare and review individual tax returns, including complex filings.
• Provide proactive tax planning and personalized financial guidance.
• Advise clients on investment income, capital gains, trusts, and estate-related tax considerations.
• Coordinate with financial advisors, attorneys, and other professionals.
• Grow and retain your client portfolio through exceptional service.

Kenntnisse

Relationship management

Tax planning

High-net-worth client service

Communication

Independent client engagements

Ausbildung

CPA license

Jobbeschreibung

Advisor Talent Management is seeking an experienced CPA to advise high-net-worth individuals and families. You’ll manage your own client portfolio within an established platform, enjoying autonomy, a strong support infrastructure, and the opportunity to build a thriving practice without cold prospecting.

You will provide proactive tax planning and personalized guidance, coordinate with financial advisors and attorneys, and grow your portfolio through exceptional service.