Senior CPA Tax Advisor for HNW Planning

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

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.