Lead High-Net-Worth Tax Planner (Hybrid/Remote)

Integrated Tax Advisors; Wexford (Allegheny County); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Integrated Tax Advisors, in partnership with Fragasso Financial Advisors, seeks an experienced CPA to lead high-net-worth tax planning and preparation. You will collaborate with financial advisors to embed tax strategy into comprehensive wealth plans and manage complex client engagements.

The role offers hybrid remote work and opportunities to build scalable tax planning processes, advocate for proactive planning, and help shape a growing practice serving affluent clients.

Qualifications

• Active CPA license in good standing.
• Bachelor's degree in Accounting or Finance.
• 8-15+ years of tax planning and tax preparation experience.
• Extensive experience serving high-net-worth individuals and families.
• Ability to explain complex tax concepts in client-friendly language.

Responsibilities

• Lead high-net-worth tax planning and preparation.
• Collaborate with Fragasso Financial Advisors to integrate tax planning into comprehensive financial plans.
• Develop scalable tax planning workflows and frameworks.
• Improve advisor collaboration and build client-facing planning tools.
• Provide proactive tax strategies for overall financial plans.

Skills

Tax planning

Tax preparation

Client communication

Entrepreneurial mindset

Education

Bachelor's degree in Accounting or Finance

Master's degree in Taxation or Accounting

Job description

Integrated Tax Advisors, in partnership with Fragasso Financial Advisors, seeks an experienced CPA to lead high-net-worth tax planning and preparation. You will collaborate with financial advisors to embed tax strategy into comprehensive wealth plans and manage complex client engagements.

The role offers hybrid remote work and opportunities to build scalable tax planning processes, advocate for proactive planning, and help shape a growing practice serving affluent clients.