Tax Advisor

Applied Capital LLC; Little Rock (AR); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Value-Based Pay

Three weeks PTO

Employer-paid health insurance

401(k) with employer match

Professional development

Job summary

Applied Capital LLC in Little Rock is seeking a tax expert to build and lead an in-house tax division for our established investment management firm. You will handle tax preparation and reviews for individuals, while delivering tailored accounting services for high-net-worth clients and owner-operator businesses.

You will partner with the investment team on tax-smart strategies, distributions, and retirement cash flow, with the opportunity to grow into managing a team of Tax Advisors and shaping

Qualifications

• Bachelor's degree in accounting or related field required.
• Certified Public Accountant (CPA) license required.
• Five+ years of tax and accounting experience required.

Responsibilities

• Tax prep & review for individuals; complex returns may be routed to external CPA firm.
• Professional accounting for high-net-worth clients and owner-operator businesses.
• Tax planning in collaboration with investment team to optimize strategies and retirement cash flow.
• Opportunity to focus on tax advice, prep and planning or manage a team of Tax Advisors.

Skills

Relationship building

Client communication

Attention to detail

Team leadership potential

Education

Bachelor's degree in accounting or related field

CPA license

Job description

We’re an independent investment firm based in Little Rock and Nashville. We partner with clients across the country to simplify complex financial decisions through personalized financial planning and evidence based investing. Our collaborative team believes in transparency, staying disciplined, and always putting people first.

Why Join Us?

Are you ready to leave the tax season grind behind? We’re looking for a tax expert to help build and lead an in-house tax division for our established investment management firm. You will step into an active pipeline of high income clients while enjoying a flexible schedule and far lighter workload than traditional firms. If you want to build something meaningful without sacrificing your work-life balance, we want to connect.

What You'll Do:

• Tax Prep & Review: Prepare and perform tax returns and reviews for individuals. Complex returns may be routed to external partner CPA firm if needed.
• Professional Accounting: Deliver tailored accounting services for high-net-worth clients, owner-operator businesses, and small professional practices.
• Tax Planning: Partner with investment team to plan tax-smart strategies, distributions, and retirement cash flow.
• Build Your Career Your Way: Opportunity to focus on tax advice, prep and planning, or advance to manage a team of Tax Advisors.

What We're Looking For:

• A relationship-driven professional with an engaging communication style that naturally builds trust and makes client interactions enjoyable.
• Bachelor's degree in accounting or related field.
• Certified Public Accountant (CPA) license required.
• Five+ years of tax and accounting experience.

What's In It For You?

• Value-Based Pay: A competitive compensation model that rewards your impact rather than billable time.
• Work-Life Balance: Three weeks of PTO, along with all federal holidays off, ensuring you have time to disconnect and recharge throughout the year.
• Comprehensive Benefits: 100% employer-paid medical, dental, and vision insurance.
• 401(k) with Employer Match: Invest confidently in your retirement with a dollar-for-dollar employer match up to 4%.
• Professional Development: Support for career growth through ongoing education and mentoring from our experienced CPA network.