Wealth & Tax Planning Advisor

Wealth & Tax Planning Advisor

Boutique Wealth Management Firm | Financial Planning & Tax Strategy

Position Overview

We are partnering with a boutique wealth management firm seeking a Wealth & Tax Planning Advisor to join its growing team. This unique opportunity is ideal for a financial planning or tax professional who wants to expand their expertise across both disciplines and deliver comprehensive, highly personalized financial strategies to clients.

The ideal candidate will hold either a Certified Financial Planner (CFP®) designation or an Enrolled Agent (EA) / Certified Public Accountant (CPA) credential, with a strong interest in developing expertise in both wealth management and tax planning.

Unlike traditional advisory roles that focus exclusively on investments or tax compliance, this position offers the opportunity to become a well-rounded advisor who understands how financial planning, investment strategies, and tax considerations work together to support clients' long-term financial goals.

Key Responsibilities

• Develop and implement comprehensive financial plans addressing retirement, investments, estate planning considerations, cash flow, and tax efficiency.
• Evaluate clients' financial circumstances and identify opportunities to optimize wealth accumulation, preservation, and tax strategies.
• Provide proactive tax planning recommendations, including tax-efficient investing, retirement distributions, charitable giving, and wealth transfer strategies.
• Collaborate with internal advisors, tax professionals, and other specialists to deliver integrated financial solutions.
• Build and maintain strong client relationships through personalized financial guidance and ongoing strategic planning.
• Review financial statements, tax returns, investment portfolios, and other relevant documentation to identify planning opportunities.
• Stay informed on evolving tax regulations, financial planning practices, and investment strategies.
• Develop expertise in both financial planning and taxation through ongoing professional development, mentorship, and hands-on client experience.

Compensation & Benefits

• Base Salary: $70,000 – $120,000 annually, depending on experience, qualifications, and professional credentials.
• Generous Paid Time Off: A competitive time-off policy that encourages work-life balance and personal well-being.
• Remote Work Flexibility: Opportunity to work remotely as needed, providing flexibility for personal and professional responsibilities.
• Professional Development: Opportunities to expand expertise across both financial planning and tax strategy.
• Collaborative Work Environment: Join a boutique firm that values professional relationships, personalized client service, and employee contributions.
• Long-Term Career Growth: Opportunity to develop into a highly specialized advisor with expertise spanning wealth management and taxation.

Qualifications

• Required: CFP® designation, CPA license, or EA credential.
• Professional experience in financial planning, wealth management, public accounting, tax advisory, or a related discipline.
• Strong understanding of either comprehensive financial planning or individual tax planning and strategy.
• Demonstrated interest in expanding expertise into the complementary discipline.
• Ability to analyze complex financial information and translate findings into practical client recommendations.
• Excellent interpersonal, communication, and relationship-management skills.
• Detail-oriented, analytical, and comfortable working in a collaborative, client-focused environment.
• Experience advising high-net-worth individuals, business owners, or families is preferred.
• Familiarity with financial planning software, tax preparation platforms, or portfolio management systems is a plus.

Why Apply?

This is an excellent opportunity for a CFP®, CPA, or EA who wants to broaden their professional capabilities and become a trusted advisor across the full spectrum of personal financial planning and tax strategy.

Whether your background is primarily in wealth management or taxation, the firm is seeking someone with a strong technical foundation, a collaborative mindset, and the ambition to become an expert in both disciplines.