Tax-Focused Wealth Strategist (Remote)

Wealth Script Advisors; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare stipend

Internet stipend

401(k) with 4% match

Fully remote

3 weeks vacation (increasing)

Paid sick leave

One month per year to work from anywhe

Volunteer time

Equity opportunity after 2 years

Job summary

Wealth Script Advisors is seeking a tax-focused Wealth Strategist to grow into a tax knowledge leader, advisor, and eventual partner. The role blends tax planning (about 25%) with financial planning support (about 75%) in a high-autonomy, unstructured environment.

The ideal candidate has an active CPA license, 3–5 years of high net worth/tax experience, and is motivated to learn and lead projects within a boutique wealth advisory firm.

Qualifications

• Active CPA license is mandatory.
• 3–5 years of high net worth/high income tax prep, planning, and support.
• Strong appetite for learning and self-improvement.
• Passion for building and executing projects.
• Personable with strong ethics and integrity.

Responsibilities

• Review client tax returns and planning conversations with clients.
• Develop and implement tax planning strategies, including equity compensation and multi-year projections.
• Coordinate with outside CPAs and specialty providers.
• Build and run financial plans and scenario analyses in eMoney and present to clients.
• Answer planning questions across college funding, insurance, estate, retirement and real estate.
• Guide clients through estate documents and annual portfolio reviews.
• Own portfolio reviews and the client-facing project lifecycle.

Skills

Tax planning

Client communication

Leadership

Self-motivation

Education

Active CPA license

Tools

eMoney

Excel

Job description

Wealth Script Advisors is seeking a tax-focused Wealth Strategist to grow into a tax knowledge leader, advisor, and eventual partner. The role blends tax planning (about 25%) with financial planning support (about 75%) in a high-autonomy, unstructured environment.

The ideal candidate has an active CPA license, 3–5 years of high net worth/tax experience, and is motivated to learn and lead projects within a boutique wealth advisory firm.