Tax Professional/Wealth Advisor

Tax Professional/Financial Advisor – Wealth Management

This Jobot Job is hosted by: Scott Dennis
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $85,000 - $120,000 per year

A bit about us:

Position Overview:

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

Job Details

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).

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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