Hybrid CPA / Enrolled Agent

About the Role

Turn tax expertise into real, measurable impact for clients. We are seeking a Hybrid CPA or Enrolled Agent to lead tax planning and strategy within a growing registered investment advisory firm serving high-net-worth individuals and retirees. This role goes beyond preparing returns—you’ll work alongside financial advisors to uncover tax-saving opportunities, develop proactive strategies, prepare clients for future tax years, and help build a tax division designed to become an integral part of the firm’s wealth management offering.

The ideal candidate is a sharp, client-facing tax professional who genuinely enjoys tax strategy, stays ahead of changing regulations, and can translate complex concepts into clear, actionable guidance for clients.

Responsibilities

• Spearhead the firm’s tax division and provide proactive tax planning, strategy, and preparation services for high-net-worth clients
• Develop tax-saving strategies that complement clients’ broader financial, retirement, and investment plans
• Prepare and review approximately 120 individual tax returns annually while supporting ongoing planning for a broader client base
• Partner closely with financial advisors and participate in client meetings to identify opportunities, answer tax-related questions, and deliver highly personalized guidance
• Conduct year-round tax planning, projections, and preparation to position clients for the upcoming tax year
• Stay current on evolving tax laws, strategies, and planning opportunities and translate changes into practical recommendations for clients
• Contribute to client education initiatives, including the opportunity to lead tax seminars and explain strategies that have helped clients reduce their tax burden

Requirements

• Active CPA or Enrolled Agent credential
• 3–5+ years of professional tax experience within an RIA, CPA firm, or similar client-focused tax environment
• Demonstrated experience developing tax strategies designed to reduce clients’ tax liabilities, not solely preparing returns
• Strong client-facing communication skills with the ability to explain complex tax concepts clearly and confidently
• Advanced Excel capabilities, including formulas, pivot tables, and VLOOKUPs
• Strong working knowledge of tax planning, preparation, and compliance with a commitment to continuously expanding technical expertise
• Bachelor’s degree

Benefits

• Annual individual performance bonus potential of up to $20,000
• Hybrid work schedule following the initial training period, typically 3–4 days in the office and 1–2 days from home
• Annual compensation reviews with opportunities for raises, profit sharing, and continued earnings growth
• Significant career growth potential with the opportunity to expand the tax division and eventually build a team

Pay

$85,000–$125,000 per year, dependent on experience, with additional performance bonus potential.