Tax Advisor

The LifeWealth Group; Town of Florida (NY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Interest in financial planning

Job summary

The LifeWealth Group is seeking a CPA to prepare and review complex tax returns for high-net-worth individuals, trusts, and businesses in a collaborative advisory setting. You will work closely with wealth advisors to develop proactive, year-round tax strategies and ensure client understanding of advanced planning concepts.

Ideal candidates have CPA licensure and 3-5+ years in tax, with strong communication skills and a team-oriented mindset to contribute to a growing advisory culture.

Qualifications

• CPA required and active license.
• 3-5+ years of tax experience, preferably with high-net-worth individuals and closely held 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.

Responsibilities

• Prepare and review complex individual, trust, and business tax returns for high-net-worth clients.
• Collaborate with wealth advisors to deliver proactive, year-round tax strategies.
• Participate in client meetings and translate complex tax concepts into clear guidance.
• Stay current on evolving tax laws and planning opportunities.

Skills

Tax Planning

Tax Compliance

Client Communication

Team Collaboration

Advanced Tax Research

Education

Bachelor's Degree

CPA License - Active

Job description

This CPA role is responsible for preparing and reviewing complex individual, trust, and business tax returns for high-net-worth clients while partnering closely with wealth advisors to deliver proactive, year-round tax strategies. The position involves researching and implementing advanced planning solutions such as entity structuring, retirement and charitable strategies, equity compensation, and business succession planning. The CPA will actively participate in client meetings, translate complex tax concepts into clear guidance, and stay current on evolving tax laws. Success in this role requires strong collaboration, relationship-building skills, and a commitment to contributing to a team-oriented, advisory-focused culture.

Must Haves

• 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

Plusses

• Interest or experience in financial planning and wealth management