Overview
Associate Financial Advisor – Tax & Wealth Planning
Build a Career Beyond Tax Accounting
Are you a CPA or accounting professional who wants to move beyond tax compliance and become a more complete financial advisor?
We are seeking an ambitious Associate Advisor – Tax & Wealth Planning to join our boutique registered investment advisory firm. Our practice integrates tax planning, estate planning, financial planning, and investment management to help individuals and families make informed decisions about their wealth.
Through our strategic alliance with an estate planning law firm, this role offers unique exposure to the intersection of accounting, law, and finance. The right candidate will have the opportunity to develop into a trusted advisor and play a meaningful role in the growth of the practice.
Responsibilities
- Prepare and review individual and trust income tax returns
- Identify tax planning opportunities and assist with client strategies
- Support financial planning analyses and client recommendations
- Coordinate with estate planning attorneys on integrated client solutions
- Assist with investment management and portfolio reviews
- Participate in client meetings and develop advisory skills
- Research tax, estate, and wealth planning topics
Qualifications
Ideal candidates will have:
- CPA designation or strong accounting/tax background preferred
- Experience preparing individual income tax returns
- Strong analytical skills and attention to detail
- Excellent communication skills and professional presence
- Interest in expanding into financial planning and wealth management
- Desire to build long-term expertise and client relationships
- Public accounting, tax advisory, life insurance or financial services experience is a plus.
Why Join Us?
This is not a traditional accounting role. You will gain exposure to the full wealth planning process and learn how tax, estate planning, investments, and financial strategy work together.
You will have the opportunity to:
- Work directly with experienced advisors and estate planning professionals
- Develop skills across multiple financial disciplines
- Build relationships with successful individuals and families
- Create a career path toward becoming a comprehensive wealth advisor
We are looking for someone who is curious, motivated, and excited about building a career in a collaborative boutique advisory environment.
Compensation & Benefits
- Competitive compensation based on experience
- Professional development opportunities
- Continuing education support
- Opportunity for advancement within a growing practice
Apply Today
If you are a CPA or accounting professional interested in building a career that combines tax, estate planning, financial planning, and investment management, we would like to hear from you.
Pay: $55,000.00 - $85,000.00 per year
Benefits:
- License reimbursement
- On-the-job training
- Opportunities for advancement
- Paid training
Work Location: In person
