CPA Tax Advisor

FICPA; Florida; On-site; USD 90,000 - 140,000; Full time

Job summary

FICPA in Florida seeks a CPA with strong tax expertise to prepare and review complex individual, trust, and business returns for high-net-worth clients. You will work with wealth advisors to deliver proactive, year-round tax strategies and stay current on tax laws.

Role focuses on advanced planning such as entity structuring, retirement and charitable strategies, equity compensation, and business succession planning with a collaborative, advisory-driven culture.

Qualifications

• 3+ years of tax experience, preferably with high net worth individuals and closely held businesses.
• CPA license active in Florida.
• Strong technical knowledge in tax compliance and planning.
• Ability to communicate complex tax strategies in a client-friendly way.
• Team player with advisory-focused mindset.

Responsibilities

• Prepare and review complex individual, trust, and business tax returns.
• Collaborate with wealth advisors to deliver proactive, year-round tax strategies.
• Research and implement advanced planning solutions (entity structuring, retirement, charitable strategies, equity compensation, succession planning).
• Participate in client meetings and translate tax concepts into clear guidance.

Skills

Tax planning

Tax compliance

Client communication

Advisory mindset

Team collaboration

Education

Bachelor's Degree

CPA License - Florida

Job description

Overview (Day to Day)

This CPA role is responsible for preparing and reviewing complex individual, trust, and business tax returns for high-net-worth clients while partnering closely with wealth advisors to deliver proactive, year-round tax strategies. The position involves researching and implementing advanced planning solutions such as entity structuring, retirement and charitable strategies, equity compensation, and business succession planning. The CPA will actively participate in client meetings, translate complex tax concepts into clear guidance, and stay current on evolving tax laws. Success in this role requires strong collaboration, relationship-building skills, and a commitment to contributing to a team-oriented, advisory-focused culture.

Must Haves

• Bachelor's Degree
• CPA License - Active in Florida
• 3+ years of tax experience, preferably with high net worth individuals and closely help businesses
• Proactive, career growth-oriented mindset
• Strong technical knowledge in tax compliance and planning
• Ability to communicate complex tax strategies in a client-friendly, understandable way
• Team player and strong ability to translate technical tax language

Plusses

• Interest or experience in financial planning and wealth management
• Leadership experience