Senior Tax Planning Strategist for Physicians & Owners

GENWEALTH 360; Long Beach (CA); On-site; USD 115,000 - 145,000; Full time

Benefits offered by this job

401(k)

Company parties

Competitive salary

Dental insurance

Health insurance

Vision insurance

Job summary

GENWEALTH 360 in Long Beach, CA seeks a CPA advanced tax planning specialist for physicians and business owners. Move beyond tax prep into proactive planning, reviewing returns, and building recommendations that endure for clients.

You will coordinate with tax attorneys, advisors, insurance professionals, and implementation teams, model federal and state tax outcomes, and create standards for planning workpapers. A leadership path exists within a dynamic practice.

Qualifications

• Active CPA license is required.
• 6+ years of tax experience in public accounting, family office, or advanced planning.
• Strong knowledge of individual and pass-through taxation.
• Ability to explain complex tax concepts to non-technical clients.
• Experience with physicians, closely held businesses, high-income W-2 earners, and 1099 professionals preferred.
• Comfortable working in a planning-first environment rather than a compliance-only setting.

Responsibilities

• Review tax returns and identify missed planning opportunities.
• Prepare and review advanced tax planning deliverables.
• Coordinate with tax attorneys, advisors, insurance professionals, and implementation teams.
• Help clients move from strategy to execution with documentation.
• Create scalable planning standards for workpapers and recommendations.
• Analyze individual, business, partnership, and S corporation returns and model outcomes.
• Train junior planners and analysts on tax planning methodology.
• Review projections, estimated payments, and year-end planning opportunities.

Skills

CPA license

Tax experience

Pass-through taxation

Explain complex concepts

Physician clients

Planning-first mindset

Job description

GENWEALTH 360 in Long Beach, CA seeks a CPA advanced tax planning specialist for physicians and business owners. Move beyond tax prep into proactive planning, reviewing returns, and building recommendations that endure for clients.

You will coordinate with tax attorneys, advisors, insurance professionals, and implementation teams, model federal and state tax outcomes, and create standards for planning workpapers. A leadership path exists within a dynamic practice.