We are ISO of an experienced Tax & Wealth-Focused Certified Public Accountant (CPA) to provide and support advanced tax strategy planning, wealth-preservation guidance, and integrated financial advisory services for individuals and business owners, particularly high-net-worth clients. This role blends traditional CPA responsibilities-financial reporting, compliance, auditing, and tax preparation-with strategic tax optimization, estate planning support, and coordination with wealth managers for holistic client financial planning.
Key Responsibilities
Tax Strategy & Compliance
Prepare and analyze individual, business, and investment-related tax returns while ensuring compliance with federal, state, and local regulations.
Develop proactive tax-planning strategies including deductions, credits, entity structuring (LLC, S-Corp, C-Corp), capital-gain optimization, and tax-efficient investment placement.
Monitor evolving tax laws and advise clients on implications for investments, business decisions, asset holdings, and estate plans.
Wealth Management Integration
Collaborate with wealth managers to align tax strategies with investment planning, risk tolerance, portfolio allocation, and long-term financial objectives.
Provide specialized guidance for high-net-worth clients, including tax-efficient gifting strategies, trust structuring, succession planning, and multi-generational wealth transfer. Support comprehensive financial planning through coordinated analysis of income streams, assets, liabilities, and estate considerations.
Financial Reporting & Audit
Prepare, review, and interpret financial statements for accuracy, compliance, and strategic decision-making.
Conduct audits, assess internal controls, identify compliance risks, and ensure adherence to GAAP, GAAS, and regulatory requirements.
Oversee general ledger activities, budget processes, and periodic financial closings.
Advisory & Client Strategy
Serve as a trusted advisor providing strategic insights on business expansion, cash-flow planning, investment tax impacts, and entity structure optimization.
Identify opportunities to improve operational efficiency, profitability, financial controls, and long-term wealth outcomes.
Act as a liaison between clients and financial institutions, attorneys, or wealth-management partners to deliver integrated advisory services.
Required Skills & Competencies
Up-to-date tax expertise, including high-net-worth tax structures and regulatory changes.
Advanced financial analysis and audit proficiency; mastery of GAAP/GAAS.
Technical proficiency with Excel, QuickBooks, ERP systems, and business-intelligence software.
Business acumen enabling strategic financial planning and executive-level advisory.
Communication & presentation skills for conveying complex tax and financial strategies clearly to non-technical clients.
Ethical judgment & compliance orientation, adhering to AICPA standards and fiduciary principles.
Qualifications
Active Certified Public Accountant (CPA) license, meeting state experience and education requirements (typically 150 credit hours + CPA exam).
Bachelor's or Master's degree in Accounting, Finance, or related field.
Experience in tax preparation, financial reporting, and advisory services; wealth-management exposure strongly preferred.
Experience with high-net-worth individuals, business-owner clients, or multi-entity environments is a plus.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.