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Tax Planning CPA
We are seeking an accomplished Tax Planning CPA to join a well-established firm serving closely held businesses, business owners, and high-net-worth individuals. This executive level position requires 15+ years of experience, deep tax expertise, strong business acumen, and the ability to lead, mentor, and serve as a trusted client advisor.
Responsibilities
- Provide strategic tax planning and advisory services to high-net-worth individuals, partnerships, corporations, S corporations, and closely held businesses.
- Develop sophisticated personal, estate, and business tax-saving strategies.
- Analyze clients’ financial positions, tax projections, and financial statements, presenting recommendations during quarterly meetings.
- Oversee complex tax engagements and provide final review of significant filings and recommendations.
- Advise clients on business structures, accounting processes, and financial performance.
- Represent clients in matters involving the IRS and other tax authorities.
- Lead and mentor tax professionals while supporting the growth of the tax department.
Desired Experience
- 15+ years of progressive tax planning and advisory experience.
- Active CPA license required.
- Extensive experience with high-net-worth individuals and complex business tax portfolios.
- Strong knowledge of individual, estate, partnership, corporate, and S corporation taxation.
- Proven leadership, client advisory, and mentoring experience.
- Strong financial statement analysis and business advisory skills.
- Advanced Excel skills and proficiency with Lacerte or comparable tax software.
- Bachelor’s degree in Accounting, Finance, or a related field preferred.
Compensation and Benefits
- Compensation commensurate with experience
- Performance-based bonus tied to billable hours and collections
- 401(k), medical, dental, and PTO
On-site position in Salt Lake City, Utah.
JOB ID: 179216
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Amy Resendiz