Senior CPA: Build a High-Net-Worth Tax Practice

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

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.