Autonomous CPA — High-Net-Worth Tax & Planning

Advisor Talent Management; Orlando (FL); Presencial; USD 120.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Established client base

Autonomy in portfolio management

Growth-based compensation

Business support infrastructure

Long-term opportunity

Descripción de la vacante

Advisor Talent Management is seeking a client-focused CPA to work with an established base of high-net-worth individuals and families in Orlando. Enjoy autonomy managing your own portfolio while receiving the support of an established platform and a compensation structure that rewards growth.

Responsibilities include tax planning, preparing complex individual tax returns, and coordinating with other professionals to optimize client outcomes.

Formación

• Active CPA license in good standing.
• Strong tax planning background for individuals.
• Experience with high-net-worth clients preferred.
• Excellent communication and relationship-management skills.
• Ability to independently manage client engagements.

Responsabilidades

• 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.

Conocimientos

Active CPA license

Tax planning

Relationship management

Communication skills

Independent client engagements

Educación

Active CPA license in good standing

Descripción del empleo

Advisor Talent Management is seeking a client-focused CPA to work with an established base of high-net-worth individuals and families in Orlando. Enjoy autonomy managing your own portfolio while receiving the support of an established platform and a compensation structure that rewards growth.

Responsibilities include tax planning, preparing complex individual tax returns, and coordinating with other professionals to optimize client outcomes.