Senior Advanced Planning & Tax Lead

Senior Tax & Advanced Planner

Were looking for a strategic tax mind ready to own complex planning work inside a fast?scaling RIA. This role is the engine room of our advanced planning process where creativity becomes strategies. Youll partner directly with firm leadership to design systems, tax strategies, and entity frameworks that drive the next phase of Avids growth.

About the Role

Avid Wealth Partners is seeking a Senior Tax & Advanced Planner to strengthen our firms strategic planning depth for business owners and high?net?worth clients. Youll build, model, and implement advanced tax, entity, and wealth strategies in collaboration with firm leadership taking high?level concepts and turning them into detailed, actionable deliverables that drive measurable outcomes. This position is ideal for an experienced CPA, EA, or advanced planner who wants to step out of the reactive tax cycle and into proactive strategy design. If you thrive on problem?solving, structure?building, and real?world impact, this is your seat.

Key Responsibilities

• Design and implement advanced tax and entity strategies for business?owner and high?net?worth client cases
• Analyze tax returns, business financials, and entity diagrams to identify planning opportunities and inefficiencies
• Develop and maintain firm?wide frameworks for business succession, liquidity, compensation, and estate planning
• Collaborate with advisors, CPAs, and attorneys to ensure coordinated and compliant execution
• Manage delegated advanced planning initiatives including entity restructuring, business sale readiness, and investment tax planning reviews
• Maintain and expand Avids internal advanced planning library , including strategy templates, client memos, and training guides
• Monitor evolving tax law, planning techniques, and IRS guidance to ensure Avid remains at the forefront of advanced strategy
• Integrate advanced insurance and wealth?transfer strategies when appropriate for protection, liquidity, and tax leverage
• Conduct tax transition planning for investments , including gain realization, entity alignment, and asset location optimization
• Model stock option, equity, or deferred compensation strategies where applicable in business?owner structures

Qualifications

Compensation & Details

Compensation : Competitive salary commensurate with experience

Status : Full?time, salaried

Location : San Antonio, TX (on?site)

Start Date : ASAP

Perks : Full benefits package including health insurance, retirement plan, paid time off, and continuing education support

Our Core Values

Relentless Growth Stagnation is failure. We challenge ourselves to improve daily personally, professionally, and as a firm. Complacency has no seat at this table.

Trust Through Action If we say it, we do it. Our credibility is built on execution. We follow through, own our word, and deliver what we promise.

Make It Happen Take action, adapt fast, solve what others wont. No excuses. We figure it out, move fast, and handle challenges others avoid. Were here to make progress, not noise.

All In, All Together We commit and win as one. Weve got each others backs. Every win is shared, every challenge is faced together, and every client benefits from the full force of our team.

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