CPA Advanced Tax Planning Specialist

GENWEALTH 360 INC; Long Beach (CA); On-site; USD 115,000 - 145,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Vision insurance

Job summary

GENWEALTH 360 INC is seeking a CPA I Advanced Tax Planning Specialist in Long Beach, California. This position focuses on proactive planning, reviewing tax returns, and identifying structural gaps for high-income clients. Candidates must possess an active CPA license and over 6 years of relevant experience, ideally in a planning-first environment.

The role offers a competitive salary between $115,000 and $145,000, along with opportunities for bonuses based on performance and plan quality.

Qualifications

• Active CPA license required.
• 6+ years of tax experience; public accounting, family office, or advanced planning experience preferred.
• Comfortable working in a planning-first environment rather than a compliance-only environment.

Responsibilities

• Review tax returns and identify missed planning opportunities.
• Prepare and review advanced tax planning deliverables.
• Analyze individual, business, partnership, and S corporation returns.

Skills

Strong knowledge of individual and pass-through taxation

Ability to explain complex tax concepts to non-technical clients

Experience with high-income W-2 earners and 1099 professionals

Education

Active CPA license

6+ years of tax experience

Job description

Benefits

• 401(k)
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Vision insurance

Position Overview

CPA I Advanced Tax Planning Specialist for Physicians and Business Owners. We are hiring a CPA who can move beyond tax preparation and into proactive planning. This role is responsible for reviewing tax returns, identifying structural gaps, building tax planning recommendations, coordinating implementation, and supporting client‑facing planning conversations. The right candidate understands entity design, reasonable compensation, retirement plan coordination, deductions, credits, passive activity rules, and tax‑sensitive wealth planning.

What You Will Own

• Review tax returns and identify missed planning opportunities.
• Prepare and review advanced tax planning deliverables.
• Coordinate with tax attorneys, advisors, insurance professionals, and implementation teams.
• Help clients move from strategy to execution with clear documentation.
• Create scalable technical standards for planning workpapers and recommendations.

Core Responsibilities

• Analyze individual, business, partnership, and S corporation returns.
• Model federal and state tax outcomes under multiple planning scenarios.
• Prepare technical planning summaries and client‑ready recommendations.
• Support implementation of entities, accountable plans, retirement plans, family management companies, Augusta Rule documentation, and other strategies as appropriate.
• Review tax projections, estimated payments, and year‑end planning opportunities.
• Train junior planners and analysts on tax planning methodology.

Required Qualifications

• Active CPA license required.
• 6+ years of tax experience; public accounting, family office, or advanced planning experience preferred.
• Strong knowledge of individual and pass‑through taxation.
• Ability to explain complex tax concepts to non‑technical clients.
• Experience with physicians, closely held businesses, high‑income W‑2 earners, and 1099 professionals preferred.
• Comfortable working in a planning‑first environment rather than a compliance‑only environment.

Compensation Plan

Compensation Element Recommended Market‑Aligned Structure

• Base Salary: $115,000 to $145,000 for an experienced tax planning CPA; $190,000 to $220,000+ for director‑level technical leadership.
• Annual Bonus: 10% to 25% of base salary, based on plan quality, throughput, client satisfaction, implementation support, and team leverage.
• Plan Production Bonus: $750 to $2,500 per completed and approved advanced tax plan, subject to quality review before payment.
• Implementation Bonus: Quarterly bonus tied to successful implementation milestones, not merely recommendation volume.
• Quality Gate: No bonus will be paid for plans requiring material rework due to preventable technical errors or undocumented assumptions.
• Career Path: Senior Tax Planner → Tax Planning Manager → Director of Tax Strategy → Chief Tax Officer / Partner‑Track Role.

Recruiting Ad Copy

This role is designed for a CPA who views tax planning as a strategic discipline, not a seasonal task. You will work with high‑income physicians and business owners whose tax returns often reveal structural gaps that traditional tax preparation has never corrected. Your work will directly influence planning outcomes, implementation quality, client retention, and the firm’s technical authority.