CPA | High-Net-Worth Tax & Advisory

Advisor Talent Management; Charlotte (NC); Presencial; USD 120.000 - 280.000; Jornada completa

Descripción de la vacante

Advisor Talent Management is seeking an experienced CPA who enjoys advising clients and building relationships while enjoying autonomy from prospecting. You will manage your own client portfolio within an established platform and benefit from growth-based compensation.

Join us to provide proactive tax planning, personalized guidance, and sophisticated tax work for high-net-worth individuals and families. You will collaborate with wealth managers and attorneys to deliver comprehensive services.

Formación

• Active CPA license in good standing.
• Strong background in individual taxation and tax planning.
• Experience working 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

Relationship management

Tax planning

Communication

Descripción del empleo

Are you an experienced CPA who enjoys advising clients and building relationships but wants to eliminate the burden of prospecting and running a business?

We are seeking a client-focused CPA to work with an established base of high-net-worth individuals and families. This opportunity offers the autonomy of managing your own client portfolio, the support of an established business platform, and compensation that grows alongside your success.

Key Responsibilities

• 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.

Qualifications

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

Why Join Us?

• Established Client Base: Access clients without the need for cold prospecting.
• Professional Autonomy: Manage your own portfolio and client relationships.
• Growth-Based Compensation: Increase your earnings as your portfolio grows.
• Business Support: Focus on advising clients while we provide the infrastructure.
• Long-Term Opportunity: Build a rewarding practice within an established organization.

Build your practice without building the business from scratch.

If you’re an experienced CPA looking for greater autonomy, meaningful client relationships, and unlimited growth potential, we’d love to connect.