Tax Professional/Wealth Advisor

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

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) plan

Paid time off

Professional development

Licensing support

Career advancement

Collaborative environment

Job summary

Jobot is seeking a Tax Professional/Financial Advisor in Wealth Management to bridge tax expertise with comprehensive financial planning. The role starts with hands-on tax preparation and evolves toward leading client relationships and coordinating with an investment team for holistic wealth advice.

Ideal candidates bring CPA designation, 3–5 years of tax firm experience, and a readiness to grow into a lead wealth advisor.

Qualifications

• CPA designation required.
• Bachelor’s degree in Accounting, Finance, or related field.
• 3-5 years in public accounting or tax firm with tax prep/ review responsibility.
• Desire to transition into wealth advisor.
• Strong interpersonal and written/verbal communication.
• Detail-oriented with tax compliance and financial planning focus.

Responsibilities

• Tax preparation and review for individual, trust, and possibly business returns for advisory clients during tax season.
• Develop client relationships and lead for wealth and estate advice with a planner.
• Collaborate with investment team to align portfolios with tax strategies and goals.
• Lead proactive tax planning, tax-efficient wealth strategies (loss harvesting, Roths, charitable giving).
• Model complex tax scenarios and year-end tax planning to minimize liabilities.
• Translate tax/financial concepts into clear guidance and build long-term client relationships.

Skills

CPA designation

Strong communication

Detail-oriented

Client relationship management

Education

Bachelor's degree in Accounting/Finance

Tools

Intuit ProSeries

RightCapital

Job description

Tax Professional/Financial Advisor - Wealth Management

Salary: $85,000 - $120,000 per year

A bit about us:

We're seeking a highly motivated CPA to join our 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. While your initial focus will heavily involve hands-on tax preparation, you will be on a clear path to becoming a Lead Wealth Advisor. Over time, you will take ownership of client relationships - supported by a dedicated financial planner - and work closely with our investment team to deliver holistic advice. For a driven individual eager to prove their capabilities, this position offers a clear runway for career progression, the opportunity to eventually take on a guiding leadership role within our tax operations, and a long-term track toward becoming a partner in the firm.

Why join us?

• Competitive base salary and/or advisor compensation structure
• Performance-based bonus and incentive opportunities
• Comprehensive health, dental, and vision benefits
• Retirement plan with company contribution
• Paid time off and holidays
• Professional development and continuing education
• Licensing and certification support
• Opportunities for career advancement
• Collaborative and client-focused work environment

Key Responsibilities

• Tax Preparation (Immediate Focus): Take an immediate, hands-on role in the preparation and review of individual, trust, and potentially business tax returns for THOR advisory clients during tax season.
• Client Relationship Management: Grow into the primary lead for client relationships, working in tandem with a financial planner to deliver comprehensive wealth and estate advice.
• Cross-Team Collaboration: Partner with our dedicated investment team to ensure clients' portfolios are aligned with their tax strategies and broader financial goals.
• Tax Strategy: Lead proactive tax planning efforts, ensuring tax-efficient solutions are seamlessly woven into clients' overall wealth plans (e.g., tax-loss harvesting, Roth conversions, charitable giving strategies).
• Scenario Modeling: Model complex tax scenarios and conduct year-end tax planning to minimize liabilities and optimize long-term wealth transfer.
• Client Communication: Translate complex tax and financial concepts into clear, actionable advice, building deep trust and year-round relationships with clients.

Required Qualifications

• CPA (Certified Public Accountant) designation.
• Bachelor’s degree in Accounting, Finance, or a related field.
• 3-5 years of experience at a public accounting or tax firm, with significant responsibility for tax preparation, review, and strategy.
• A strong desire and aptitude to transition into a comprehensive wealth advisor in a client-facing capacity.
• Exceptional interpersonal, written, and verbal communication skills.
• Detail-oriented mindset with the ability to manage rigorous tax compliance while focusing on big-picture financial planning.

Preferred Qualifications

• CFP® designation, Series 65 license, or a willingness to obtain them.
• Prior experience in wealth management, financial planning, or a family office environment.
• Familiarity with Intuit ProSeries (our primary tax software) and financial planning tools (e.g., RightCapital).

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.