Tax Pro for Wealth Management (EA/CPA)

USA Talent Solutions; Erie (Erie County); On-site; USD 126,000 - 154,000; Full time

Job summary

USA Talent Solutions is seeking an experienced Tax Preparer with an active Enrolled Agent (EA) or CPA designation to join our boutique wealth-management focused practice in Erie, PA (preferred) or Pittsburgh, PA.

You will prepare and file individual income tax returns for high-net-worth clients, assist with year-end planning, and collaborate with the wealth-management team to integrate tax and financial planning for clients. The position emphasizes relationship-building and professional growth.

Qualifications

• Active EA or CPA designation required.
• Minimum of 5 years of hands-on tax preparation experience.
• Experience with high-net-worth or high-income clientele is strongly preferred.
• Experience with CCH Tax software.
• Strong understanding of individual tax preparation, tax planning, and related regulations.
• Growth-focused mindset with a proactive, hands-on approach.
• Hardworking, self-motivated, and comfortable taking ownership of responsibilities.
• Strong attention to detail and ability to handle highly confidential financial information.
• Ability to work collaboratively with a small, client-focused team.
• Must be located in the Pittsburgh or Erie, PA area.

Responsibilities

• Prepare and file individual income tax returns for high-net-worth individuals.
• Assist with year-end tax planning and strategic tax discussions.
• Utilize CCH Tax software to prepare, review, and manage tax returns.
• Collaborate with the wealth management team to provide a comprehensive approach to client financial needs.
• Build and maintain strong relationships with clients while delivering personalized service.
• Contribute to the continued growth and development of the firm's tax practice.
• Assist with small business tax returns as needed. The firm currently supports 20+ business clients, although individual returns make up the majority of the practice.

Skills

Tax expertise

High net worth

Ownership

Attention to detail

Client relationships

Team collaboration

Tools

CCH Tax

Job description

USA Talent Solutions is seeking an experienced Tax Preparer with an active Enrolled Agent (EA) or CPA designation to join our boutique wealth-management focused practice in Erie, PA (preferred) or Pittsburgh, PA.

You will prepare and file individual income tax returns for high-net-worth clients, assist with year-end planning, and collaborate with the wealth-management team to integrate tax and financial planning for clients. The position emphasizes relationship-building and professional growth.