Certified Public Accountant

Empower Wealth & Tax PLLC; Lakeway (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

Empower Wealth & Tax PLLC in Cedar Park, TX seeks an experienced CPA to join our in-house tax team for year-round, in-office work. The role handles complex individual and multi-state returns, trust/estate/business filings, and proactive tax planning with clients and IRS/state authorities.

The ideal candidate has an active CPA license, 5+ years of tax experience, and strong communication skills to support a coordinated wealth-management client experience across our Cedar Park, Georgetown, and

Qualifications

• Active CPA license required.
• Minimum 5 years of professional tax preparation and planning experience.
• Experience with complex individual and multi-state tax returns.

Responsibilities

• Prepare and review complex federal and multi-state tax returns.
• Prepare and review trust, estate, business, partnership, and corporate returns.
• Communicate with IRS and state tax authorities on notices and client matters.
• Provide proactive year-round tax planning and guidance to clients.
• Assist clients with Roth conversions and retirement tax planning.
• Collaborate with wealth management team for integrated client service.

Skills

Client communication

Attention to detail

Team collaboration

Education

CPA license (active)

Job description

Empower Wealth & Tax is seeking an experienced Certified Public Accountant (CPA) to join our in-house tax team. This is a full-time, year-round position for an experienced tax professional who is comfortable handling complex tax matters, communicating directly with clients and taxing authorities, and providing proactive tax planning throughout the year.

This position will primarily be based in our Cedar Park, with occasional travel to other offices as needed.

This is an in-office position and is not available for remote work.

Responsibilities

• Prepare and review complex individual federal and state income tax returns, including multi-state returns
• Prepare and review trust, estate, business, partnership, and corporate tax returns
• Work with clients with complex tax situations involving retirement income, investments, business interests, and multiple sources of income
• Communicate directly with the IRS and state taxing authorities regarding notices, correspondence, and client tax matters
• Review and respond to IRS and state notices and assist clients with appropriate resolution
• Provide proactive, year-round tax planning and guidance to clients
• Work with clients and advisors on Roth conversion planning and tax-efficient retirement strategies
• Experience with back door Roth
• Evaluate the tax implications of financial planning strategies and clearly communicate those considerations to clients and advisors
• Provide technical guidance and support to other tax preparers on staff
• Review tax work as needed to help maintain accuracy and consistency across the tax department
• Collaborate with our wealth management team to provide a coordinated client experience
• Maintain current knowledge of federal and state tax laws and filing requirements
• Travel between our Cedar Park, Georgetown, and Horseshoe Bay offices as needed

Required Qualifications

• Active CPA license
• Minimum of 5 years of professional tax preparation and planning experience
• Strong experience preparing and reviewing complex individual federal and state income tax returns
• Experience preparing and reviewing trust, estate, business, partnership, and corporate tax returns
• Experience with multi-state tax filings
• Demonstrated experience communicating directly with the IRS and state taxing authorities regarding notices, correspondence, and client tax matters
• Experience providing proactive tax planning and advisory services outside of tax preparation season
• Strong understanding of retirement-related tax planning, including Roth conversions
• Ability to confidently communicate complex tax concepts and planning considerations directly with clients
• Ability to provide technical guidance and support to other tax preparers
• Strong attention to detail, organization, and professional communication skills
• Ability to work collaboratively in an integrated tax and wealth management environment

Preferred Experience

• New York State individual income tax experience
• Experience working with high-net-worth individuals and retirees
• Experience coordinating tax planning with financial advisors or wealth management professionals

About the Position

Unlike a seasonal tax preparation role, this position supports our clients throughout the year. Our tax team works closely with our wealth management advisors to help clients understand the tax implications of retirement and financial planning decisions before those decisions are implemented.

We are looking for a CPA who is equally comfortable with tax compliance, complex return preparation, IRS correspondence, and proactive client planning, and who can serve as a knowledgeable resource for both clients and other members of our tax team.

Primary Location: Cedar Park, TX

Additional Locations: Georgetown, Lakeway, and Horseshoe Bay, TX

Schedule: Full-Time, Year-Round

Work Arrangement: In-Office Only; No Remote Work

Travel: Travel between office locations occassional