Tax Advisor (CPA) for High Net Worth Clients

About the role

The LifeWealth Group is seeking a qualified CPA to serve as a Tax Advisor for high‑net‑worth individuals, trusts, and businesses. You will work closely with wealth advisors to deliver proactive, year‑round tax strategies that align with clients' financial goals.

Key responsibilities

• Prepare and review complex individual, trust, and business tax returns for high‑net‑worth clients.
• Partner with wealth advisors to develop and implement advanced tax planning solutions, including entity structuring, retirement and charitable strategies, equity compensation, and business succession planning.
• Participate in client meetings, translating complex tax concepts into clear, actionable guidance.
• Stay current on evolving tax laws and regulations.
• Collaborate with internal teams to support an advisory‑focused culture.

Required profile

• Bachelor's degree in a related field.
• Active CPA license.
• 3‑5+ years of tax experience, preferably serving high‑net‑worth individuals and businesses.
• Proactive, career‑growth mindset with strong technical tax knowledge.
• Excellent communication skills and ability to simplify technical tax language for clients.
• Team player with strong relationship‑building abilities.

Required skills

• Tax compliance
• Tax planning
• Entity structuring
• Retirement planning
• Charitable strategies
• Equity compensation
• Business succession planning

What we offer

• Opportunity to work with high‑net‑worth clients in a collaborative environment.
• Professional development and career growth support.