To support high-net-worth clients, the full-time remote CPA Tax Planner will develop and implement customized tax strategies, serve as a primary tax advisor, and integrate tax considerations into holistic financial planning. Key Responsibilities Develop and implement proactive, customized tax strategies for clients, including investment and asset location strategies Serve as a primary tax advisor, leading client meetings to explain tax strategies and collaborating with Wealth Advisors Prepare and review federal and state tax returns, ensuring compliance and accuracy while overseeing tax filing timelines Required Qualifications Active CPA license in good standing 5+ years of progressive tax experience in public accounting, wealth management, or family office Demonstrated expertise in individual, business, and trust taxation Strong experience with tax planning beyond basic compliance High ethical standards and commitment to fiduciary principles
CPA Tax Planner • Cincinnati, Ohio, United States
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