Tax Consultant/CPA

Wall Street Alliance Group; New York (NY); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Paid time off

Career growth

Job summary

Wall Street Alliance Group, an independent wealth management firm in New York, seeks an experienced CPA to lead tax planning for high net worth clients. This client-facing role collaborates with wealth advisors, estate attorneys, actuaries, and a CPA network.

It offers a potential path to Vice President of the Financial Planning Division. The role focuses on planning, coordination, and reviewing recommendations for filings, with compensation in the $150,000–$250,000 range depending on

Qualifications

• Active CPA license.
• 3+ years of experience as a tax advisor, with high net worth clients.
• Strong knowledge of gift tax, cost segregation, and estate planning.

Responsibilities

• Review clients’ tax returns, business interests, investments, and estate documents to identify planning opportunities.
• Lead year‑round tax planning and coordinate with outside CPAs for various tax filings.
• Review draft returns to ensure planning strategies are accurately reflected.

Skills

Active CPA license

3+ years tax advisor

Job description

Wall Street Alliance Group | Independent Wealth Management Firm

Salary: $150,000–$250,000, depending on experience

Wall Street Alliance Group is seeking an experienced CPA to lead tax planning for high net worth clients. We are one of Osaic’s fastest growing branch offices, with approximately $1.5 billion in assets under management as of September 26, 2026

This is a client-facing planning role. You will work closely with our wealth advisors, estate attorneys, actuaries, and network of outside CPA firms. Tax returns are generally prepared and filed by our CPA network firms; this role focuses on planning, coordination, and reviewing whether recommendations are carried through to the filings. The position offers a potential path to Vice President of the Financial Planning Division.

Responsibilities

• Review new clients’ tax returns, business interests, investments, retirement plans, and estate documents to identify planning opportunities.
• Lead year-round tax planning and coordinate with outside CPA firms on individual, business, fiduciary, and gift tax filings.
• Review draft returns and supporting information with the filing CPA to help ensure agreed-upon planning strategies are reflected accurately.
• Advise on gift tax reporting, including Form 709, and coordinate gifting strategies with estate planning attorneys and filing CPAs.
• Evaluate real estate professional status, including activity and documentation requirements, for clients with real estate and development interests.
• Analyze cost segregation studies, depreciation strategies, and their current and future tax implications.
• Coordinate tax planning for charitable strategies, including charitable lead annuity trusts (CLATs).
• Work with advisors and actuaries on defined benefit and cash balance plans, 401(k) plans, and profit-sharing contributions.
• Advise on the tax rules for traditional and Roth IRAs, SEP IRAs, 529 plan distributions, and required minimum distributions (RMDs).
• Identify appropriate tax planning opportunities, including state pass-through entity tax (PTET) elections, depreciation strategies, and business structure decisions such as LLC taxation and S corporation elections.
• Explain recommendations clearly to clients and follow through with the advisory team and outside professionals.

Qualifications

• Active CPA license.
• At least 3 years of experience working as a tax advisor, including substantial work with high net worth individuals and business owners.
• Strong background in tax planning and the ability to review complex returns, even though routine return preparation is not the primary responsibility of this role.
• Working knowledge of gift tax filings, real estate taxation, cost segregation, charitable trusts, retirement plans, IRAs, 529 plans, and RMD rules.
• Strong communication and relationship management skills, including experience collaborating with clients’ outside CPAs and attorneys.

Compensation and Benefits

• Base salary of $150,000–$250,000, depending on experience.
• 401(k) plan.
• Health insurance.
• Paid time off.
• Career growth opportunities, including a potential path to Vice President of the Financial Planning Division.