Are you an experienced CPA who enjoys helping successful individuals and families make smarter tax decisions, beyond just preparing returns?
Integrated Tax Advisors is seeking an experienced tax professional that will work in partnership with Fragasso Financial Advisors to deliver integrated tax planning and tax preparation services for high-net-worth clients.
Employment Notice: This position is employed exclusively by Integrated Tax Advisors, an independent tax company affiliated with Fragasso Financial Advisors. Although this role works closely with Fragasso Financial Advisors' advisors and clients, this position will be an employee of the affiliated tax firm.
This is a unique opportunity to help build and lead a growing tax planning practice while collaborating with an established wealth management firm serving affluent clients. You will work directly with financial advisors to provide proactive tax strategies that will become part of each client's overall financial plan. If you enjoy solving complex tax issues, working collaboratively with advisors, and helping shape the future of a growing tax practice, we would love to talk with you.
What You'll Do
High-Net-Worth Tax Planning & Preparation
- Lead tax planning and tax preparation services for select high-net-worth individuals and families
- Identify opportunities to reduce tax liabilities through proactive planning
- Develop tax strategies related to:
- Deliver thoughtful recommendations that improve clients' overall financial outcomes
Partner with Financial Advisors
- Collaborate closely with financial advisors to integrate tax planning into comprehensive financial plans
- Participate in client meetings when tax expertise adds value
- Coordinate with advisors on tax-efficient planning strategies
Strategic Tax Planning
- Monitor and advise on planning opportunities including:
Help Build the Practice
- This role offers more than client work. You will help develop the firm's tax planning capabilities by:
Qualifications
We are looking for an experienced professional who combines technical expertise with excellent communication skills and an entrepreneurial mindset.
Requirements include:
Preferred Experience
- Master's degree in Taxation or Accounting
- Working alongside wealth management firms, financial advisors, or family offices
- Developing tax planning processes or building a tax practice
- Advising clients regarding:
Why This Opportunity Is Different
This position offers the opportunity to:
- Work with an established wealth management firm serving high-net-worth clients
- Become the lead tax resource supporting integrated financial planning
- Enjoy a better work-life balance than typical tax firms, including a hybrid remote work opportunity
- Build and influence a growing tax planning practice
- Work collaboratively with experienced financial advisors
- Focus on proactive planning beyond annual tax preparation
- Help shape the future direction of an expanding affiliated tax firm
Employment Structure
This position is employed by Integrated Tax Advisors,