Strategic CPA Tax Planner for Wealth & Retirement

Three Bridges Wealth Management; Alpharetta (GA); Sur place; USD 140 000 - 190 000; Plein temps

Résumé du poste

Three Bridges Wealth Management seeks an experienced CPA Tax Planning Strategist to join our wealth management team. This role focuses on proactive tax planning, not tax-prep work, collaborating with lead advisors to optimize client outcomes beyond the current year.

You will develop multi-year planning strategies, model Roth conversions, and coordinate with outside CPAs and attorneys to implement recommended actions while maintaining ongoing planning calendars for clients.

Qualifications

• Active CPA license.
• Significant professional experience with individual taxation and tax planning.
• Strong knowledge of retirement-related taxation and investment taxation.
• Demonstrated ability to review individual tax returns and identify forward-looking planning opportunities.
• Experience working with affluent or high-net-worth individuals and families.
• Strong analytical and scenario-modeling skills.
• Excellent written and verbal communication skills.
• Ability to explain complex tax concepts in plain English.
• Strong judgment, organization, and follow-through.

Responsabilités

• Develop tax-planning recommendations for clients and qualified prospects in partnership with Lead Advisors, using relevant tax returns, income projections, investment and retirement account information, client goals, and known constraints.
• Model multi-year Roth conversion strategies and compare reasonable scenarios, including potential effects on future RMDs, Medicare/IRMAA premiums, capital gains, charitable giving, and estate intentions when relevant.
• Identify practical planning opportunities involving QCDs, donor-advised funds, tax-loss harvesting, strategic gain realization, asset location, withholding adjustments, charitable strategies, and beneficiary-related tax considerations.
• Evaluate the interaction between taxable investment accounts, IRAs, Roth IRAs, employer retirement plans, Social Security, retirement distributions, and other sources of income.
• Prepare concise written plans that clearly identify the recommendation, assumptions, estimated impact or range, deadlines, decision owner, implementation steps, and next review date.
• Participate in planning meetings with our Lead Advisors and, when appropriate, meet directly with clients to explain options, answer questions, and help them understand the tradeoffs involved.
• Coordinate approved strategies through implementation with our advisors, service team, custodians and investment platforms, and clients' outside CPAs and attorneys.
• Maintain an ongoing client tax-planning calendar and identify opportunities created by changes in tax law, markets, income, retirement, family circumstances, or other material events.
• Equip our advisors with clear talking points and practical tax knowledge they can use in client reviews, prospect conversations, and educational events.

Connaissances

CPA license

Individual tax planning

Retirement tax planning

Investment taxation

Review tax returns

Wealthy/HNW clients

Analytical skills

Scenario modeling

Communication skills

Explain complex tax concepts

Organization

Follow-through

Description du poste

Three Bridges Wealth Management seeks an experienced CPA Tax Planning Strategist to join our wealth management team. This role focuses on proactive tax planning, not tax-prep work, collaborating with lead advisors to optimize client outcomes beyond the current year.

You will develop multi-year planning strategies, model Roth conversions, and coordinate with outside CPAs and attorneys to implement recommended actions while maintaining ongoing planning calendars for clients.