Certified Public Accountant

Epic Private Wealth; Richland (WA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Path to Partnership

Competitive salary

Health benefits

Paid time off

Job summary

Epic Private Wealth in Richland, WA is seeking a highly experienced CPA to lead our tax practice, serving high-net-worth individuals and business owners with proactive planning and compliance.

The ideal candidate combines strategic thinking with exceptional communication, mentors junior staff, and collaborates with advisors to deliver holistic wealth strategies. A path to partnership and equity opportunities are available for the right leader.

Qualifications

• Active CPA license (Arizona or reciprocal state).
• 5+ years of tax preparation and strategic planning, preferably in a public accounting or advisory firm.
• Bachelor's degree in accounting; MST or equivalent a plus.
• Deep understanding of individual, corporate, partnership, and trust taxation.
• Proficient in tax software and accounting systems (e.g., TaxAct, ProConnect, QuickBooks).
• 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.

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).
• 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.

Skills

Strategic thinking

Communication

Client facing

Mentoring

Leadership

Tax planning

Entrepreneurial mindset

Education

Bachelor's degree in accounting

Master's in Taxation (MST) or equivalent

Tools

TaxAct

ProConnect

QuickBooks

Job description

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-

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.

Qualifications

• 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., TaxAct, ProConnect, QuickBooks, 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.

What We Offer

• 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.

About Epic Private Wealth

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.