Senior Tax Architect & Practice Builder (CPA)

Strategic Wealth Advisors Group; Utica (MI); Sur place; USD 85 000 - 110 000; Plein temps

Avantages offerts par ce poste

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Career Growth Opportunities

Retirement Plan

Mon-Fri Schedule

Paid Professional Education and CPA D—

Résumé du poste

Strategic Wealth Advisors Group (SWAG) seeks a Senior Tax Associate to build and lead our in-house tax and accounting department. You will oversee tax preparation, proactive planning, and collaborate with financial advisors to deliver comprehensive strategies that help clients retire with confidence.

This role emphasizes advising, building systems, and growing a tax practice, with access to training and industry resources for professional growth. Mon-Fri schedule and benefits are included.

Qualifications

• CPA license required.
• 3+ years of tax experience in public accounting or financial advisory.
• Strong knowledge of individual, business, and trust taxation.
• Experience providing tax planning in addition to tax compliance.
• Excellent communication and client relationship skills.

Responsabilités

• Partner with financial planners to develop proactive tax strategies.
• Prepare and review individual, trust, and business tax returns with accuracy.
• Provide year-round tax planning and consulting services.
• Educate clients on tax laws, opportunities, and strategies.
• Identify tax-saving opportunities and implement planning solutions.
• Research federal, state, and local tax issues and communicate recommendations.

Connaissances

Tax planning

Client communication

Team collaboration

Entrepreneurial mindset

Attention to detail

Formation

Bachelor's degree in Accounting

Master's in Taxation preferred

Description du poste

Strategic Wealth Advisors Group (SWAG) seeks a Senior Tax Associate to build and lead our in-house tax and accounting department. You will oversee tax preparation, proactive planning, and collaborate with financial advisors to deliver comprehensive strategies that help clients retire with confidence.

This role emphasizes advising, building systems, and growing a tax practice, with access to training and industry resources for professional growth. Mon-Fri schedule and benefits are included.