Senior Tax CPA & Wealth Planning Advisor

The LifeWealth Group; Florida; On-site; USD 120,000 - 170,000; Full time

Job summary

The LifeWealth Group is seeking a CPA to prepare and review complex individual, trust, and business tax returns for high-net-worth clients, working closely with wealth advisors to deliver proactive, year-round tax strategies.

The role involves researching advanced planning solutions such as entity structuring, retirement and charitable strategies, equity compensation, and business succession planning, translating complex tax concepts into clear guidance for clients.

Qualifications

• Bachelor's Degree
• CPA License - Active
• 3-5+ 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

Skills

Tax planning

Tax compliance

Communication of tax concepts

Client relationship building

Team collaboration

Education

Bachelor's Degree

CPA License - Active

Job description

The LifeWealth Group is seeking a CPA to prepare and review complex individual, trust, and business tax returns for high-net-worth clients, working closely with wealth advisors to deliver proactive, year-round tax strategies.

The role involves researching advanced planning solutions such as entity structuring, retirement and charitable strategies, equity compensation, and business succession planning, translating complex tax concepts into clear guidance for clients.