The Well
About the Opportunity
Were hiring a
CPA & Tax Strategist
on behalf of our clienta growing wealth management firm based in Winter Garden, FL. This team is forward-thinking, client-focused, and dedicated to serving
high-net-worth individuals, business owners, executives, and medical professionals . Their mission: to deliver
proactive, integrated financial and tax planning
that creates lasting impact through strategy, collaboration, and insight. This is not a siloed accounting seatits a chance to join a
collaborative wealth planning team , contribute ideas, and work closely with advisors and clients on
forward-looking tax strategy .
Core Responsibilities Prepare and review
individual, trust, and business tax returns
for high-net-worth clients Collaborate year-round with wealth advisors to design and execute proactive
tax strategies Research and implement advanced planning strategies, including
entity structuring, retirement, charitable, and equity compensation planning Partner with the planning team on
business succession and transition strategies Participate in
client meetings and strategy sessions , translating complex strategies into clear client conversations Maintain strong command of
evolving tax laws
and their impact on client portfolios Build trusted client relationships and contribute to a
team-first, collaborative culture
Candidate Profile CPA license required 35 years of tax experience, preferably with
HNW individuals and closely held businesses Strong technical knowledge in
tax compliance and planning Skilled at
explaining complex tax strategies in client-friendly terms Collaborative, growth-minded, and excited to be part of an integrated advisory team Interest in
financial planning and wealth management
is a plus
Compensation & Benefits Base salary $90,000
$100,000
(depending on experience) Revenue share bonus structure
for significant upside potential Professional development support for CE, licensing, and certifications Values-driven culture
where collaboration, respect, and growth are central Pathway for career growth within an expanding advisory firm
CPA & Tax Strategist
on behalf of our clienta growing wealth management firm based in Winter Garden, FL. This team is forward-thinking, client-focused, and dedicated to serving
high-net-worth individuals, business owners, executives, and medical professionals . Their mission: to deliver
proactive, integrated financial and tax planning
that creates lasting impact through strategy, collaboration, and insight. This is not a siloed accounting seatits a chance to join a
collaborative wealth planning team , contribute ideas, and work closely with advisors and clients on
forward-looking tax strategy .
Core Responsibilities Prepare and review
individual, trust, and business tax returns
for high-net-worth clients Collaborate year-round with wealth advisors to design and execute proactive
tax strategies Research and implement advanced planning strategies, including
entity structuring, retirement, charitable, and equity compensation planning Partner with the planning team on
business succession and transition strategies Participate in
client meetings and strategy sessions , translating complex strategies into clear client conversations Maintain strong command of
evolving tax laws
and their impact on client portfolios Build trusted client relationships and contribute to a
team-first, collaborative culture
Candidate Profile CPA license required 35 years of tax experience, preferably with
HNW individuals and closely held businesses Strong technical knowledge in
tax compliance and planning Skilled at
explaining complex tax strategies in client-friendly terms Collaborative, growth-minded, and excited to be part of an integrated advisory team Interest in
financial planning and wealth management
is a plus
Compensation & Benefits Base salary $90,000
$100,000
(depending on experience) Revenue share bonus structure
for significant upside potential Professional development support for CE, licensing, and certifications Values-driven culture
where collaboration, respect, and growth are central Pathway for career growth within an expanding advisory firm