The Well
About the Opportunity
We’re hiring a
CPA & Tax Strategist
on behalf of our client—a 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 seat—it’s 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
3–5 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
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
Seniority level Associate
Employment type Full-time
Job function Finance and Strategy/Planning
Benefits
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr
CPA & Tax Strategist
on behalf of our client—a 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 seat—it’s 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
3–5 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
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
Seniority level Associate
Employment type Full-time
Job function Finance and Strategy/Planning
Benefits
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr