Tax CPA - Wealth Management & Advisory

We are looking for a licensed CPA to join a growing accounting and advisory firm supporting high-net-worth individuals, entrepreneurs, closely held businesses, trusts, and estates .

This position goes beyond traditional tax preparation.

You will work directly with clients to handle complex tax matters, identify planning opportunities, and contribute to broader strategies involving estate planning, retirement, investments, and long-term wealth preservation .

This is a strong fit for a CPA who wa…