Strategic CPA: Tax Planning Leader - Path to Partnership

Epic Private Wealth; Richland (WA); Vor Ort; USD 180.000 - 260.000; Vollzeit

Benefits dieser Stelle

Path to Partnership

Competitive salary

Health benefits

Paid time off

Zusammenfassung

Epic Private Wealth in Richland, WA is seeking a highly experienced CPA to lead our tax practice, serving high-net-worth individuals and business owners with proactive planning and compliance.

The ideal candidate combines strategic thinking with exceptional communication, mentors junior staff, and collaborates with advisors to deliver holistic wealth strategies. A path to partnership and equity opportunities are available for the right leader.

Qualifikationen

• Active CPA license (Arizona or reciprocal state).
• 5+ years of tax preparation and strategic planning, preferably in a public accounting or advisory firm.
• Bachelor's degree in accounting; MST or equivalent a plus.
• Deep understanding of individual, corporate, partnership, and trust taxation.
• Proficient in tax software and accounting systems (e.g., TaxAct, ProConnect, QuickBooks).
• Excellent verbal and written communication skills; confident with client presentations.
• Self-motivated, entrepreneurial mindset, and team-oriented with a desire to lead and grow with the firm.

Aufgaben

• Provide comprehensive tax planning and strategy for individuals, small businesses, and high-net-worth clients.
• Prepare and review complex tax returns (individual, partnership, corporate, fiduciary).
• Analyze clients' financials and identify opportunities for tax optimization, entity structuring, and retirement planning.
• Stay current on federal and state tax law changes and communicate key updates to clients and team members.
• Represent clients before the IRS and state agencies in audits or correspondence, as needed.
• Collaborate with financial advisors, investment strategists, and legal partners to create holistic financial strategies.
• Mentor junior tax professionals and support team development.
• Participate in firm growth initiatives, business development, and leadership discussions as a future partner.

Kenntnisse

Strategic thinking

Communication

Client facing

Mentoring

Leadership

Tax planning

Entrepreneurial mindset

Ausbildung

Bachelor's degree in accounting

Master's in Taxation (MST) or equivalent

Tools

TaxAct

ProConnect

QuickBooks

Jobbeschreibung

Epic Private Wealth in Richland, WA is seeking a highly experienced CPA to lead our tax practice, serving high-net-worth individuals and business owners with proactive planning and compliance.

The ideal candidate combines strategic thinking with exceptional communication, mentors junior staff, and collaborates with advisors to deliver holistic wealth strategies. A path to partnership and equity opportunities are available for the right leader.