Experienced U.S. CPA for Tax Strategy & Tax Preparation for Individuals & Small Businesses

We are a growing boutique financial planning, wealth management, and accounting firm seeking an experienced U.S. CPA to establish a long-term strategic partnership. We are looking for a proactive tax professional who can collaborate with our financial advisors to develop and implement tax-efficient strategies while preparing accurate individual and business tax returns. Responsibilities include analyzing clients' financial information, identifying tax-saving opportunities, preparing and reviewing federal and state tax returns, providing year-round tax planning guidance, and collaborating with our advisory team to deliver integrated financial solutions. The ideal candidate has extensive experience with individual and small business taxation, strong technical knowledge of U.S. tax laws, excellent communication skills, and a commitment to delivering exceptional client service. The CPA will occasionally participate in client meetings and work closely with both our advisors and clients to help them make informed financial decisions. This opportunity is ideal for a CPA seeking a long-term relationship with a growing firm rather than a one-time tax preparation engagement. We value proactive thinking and collaboration and welcome experienced CPAs whose expertise lies in tax strategy, tax preparation, or both.