Tax Pro & Wealth Advisor — Path to Lead Wealth Planning

Jobot; Anderson (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Retirement plan with company contrib.

Paid time off

Professional development

Licensing support

Career advancement

Collaborative environment

Job summary

Jobot is seeking a highly motivated CPA to join our Wealth Management team as a Tax Professional & Wealth Advisor. In this dual role, you will leverage your deep tax expertise to provide proactive, tax-efficient strategies while serving in a comprehensive advisory capacity for our clients.

This is a unique opportunity for an experienced tax professional to bridge the gap between tax compliance, tax strategy, and overarching financial goals.

Qualifications

• CPA designation required.
• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5 years of public accounting/tax firm experience.
• Interest in transitioning to a wealth advisor.
• Excellent interpersonal and communication skills.

Responsibilities

• Tax preparation and review for individual, trust, and business returns.
• Grow into the primary lead for client relationships, collaborating with a financial planner to deliver wealth and estate advice.
• Partner with the investment team to align portfolios with tax strategies and financial goals.
• Lead proactive tax planning, including tax-loss harvesting and Roth conversions.
• Model complex tax scenarios and year-end planning to optimize wealth transfer.
• Translate tax concepts into clear, actionable guidance for clients.

Skills

CPA designation

Tax preparation experience

Client communication

Detail oriented

Wealth planning interest

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Intuit ProSeries

RightCapital

Job description

Jobot is seeking a highly motivated CPA to join our Wealth Management team as a Tax Professional & Wealth Advisor. In this dual role, you will leverage your deep tax expertise to provide proactive, tax-efficient strategies while serving in a comprehensive advisory capacity for our clients.

This is a unique opportunity for an experienced tax professional to bridge the gap between tax compliance, tax strategy, and overarching financial goals.