CPA Tax Planner & Strategist

Role Overview

The CPA Tax Planner & Strategist is a senior, client-facing professional responsible for delivering proactive tax planning, integrated tax strategy, and tax compliance services to high-net-worth individuals, families, and business owners of the firm. This role partners closely with Wealth Advisors to incorporate tax considerations into holistic financial planning, investment strategy, retirement planning, and estate coordination.

This position is designed for a CPA who thrives in a fiduciary, advice-first environment and who views tax planning as a strategic, year-round value driver—not solely a compliance function.

Key Responsibilities

Tax Strategy & Planning

• Develop and implement proactive, customized tax strategies for clients, including:

  • Tax-efficient investment and asset location strategies

  • Roth conversion analysis and multi-year tax projections

  • Capital gains and loss harvesting coordination

  • Charitable planning (DAFs, QCDs, gifting strategies)

  • Retirement income tax sequencing

  • Equity compensation and executive compensation planning

  • Business owner, pass-through entity, and multi-state tax planning

• Conduct scenario modeling and tax impact analysis to support planning recommendations

• Monitor tax law changes and assess client-specific implications

Client Advisory & Relationship Management

• Serve as a primary tax advisor to assigned clients

• Lead and participate in client meetings to explain tax strategies and recommendations in a clear, client-friendly manner

• Collaborate with Wealth Advisors to align tax strategies with investment, financial, and estate planning objectives

• Coordinate with external professionals (estate attorneys, external CPAs, trustees) as needed

Holistic Financial Planning Integration

• Embed tax assumptions and strategies into financial planning software and client plans

• Partner with advisory teams to ensure tax considerations are incorporated into:

  • Investment decisions

  • Retirement and distribution strategies

  • Estate and legacy planning

• Ensure all recommendations align with fiduciary obligations and firm planning standards

Tax Preparation & Compliance

• Prepare and/or review federal and state tax returns, including:

  • Individual (Form 1040)

  • Trust and estate (Form 1041)

  • Business returns (Forms 1120S, 1065, Schedule C)

• Ensure accuracy, compliance, and documentation consistent with regulatory and professional standards

• Oversee tax filing timelines, extensions, and client communications

Internal Leadership & Education

• Act as an internal tax resource for advisors and planning teams

• Educate advisors on tax-sensitive planning strategies and current tax developments

• Assist in developing tax planning workflows, processes, and best practices

• Contribute to firm thought leadership, including tax updates, planning memos, and client education materials

Qualifications

Required

• Active CPA license in good standing

• 5+ years of progressive tax experience (public accounting, wealth management, or family office)

• Demonstrated expertise in individual, business, and trust taxation

• Strong experience with tax planning beyond basic compliance

• Excellent written and verbal communication skills

• High ethical standards and commitment to fiduciary principles

Preferred

• Prior experience working with an RIA, family office, or wealth management firm

• Experience serving high-net-worth and ultra-high-net-worth clients

• CFP® designation or significant financial planning experience

• Familiarity with financial planning and tax planning software

• Leadership or mentoring experience

Compensation & Benefits

• Competitive base salary commensurate with experience

• Performance-based bonus and/or incentive compensation

• Comprehensive benefits package, including health insurance, retirement plan, and paid time off

• Professional development and continuing education support

• Potential for long-term growth, leadership opportunities, and participation in firm success

Why Join Our Firm

• Collaborative, advice-first culture centered on delivering exceptional client outcomes

• Deep integration between tax planning, financial planning, and investment management

• Opportunity to shape and grow an in-house tax strategy function

• Client relationships built on trust, transparency, and long-term partnership

High performance environment. Read this before you apply.

I'll save you time. This firm is not for everyone. By my estimate, about one in five people can actually work the way we work — direct, fast, results-first, team-first, clean, politics-free, and without the grievance culture that quietly drains most offices. That's not a complaint about people. It's a statement of fit. The other four out of five will be happier somewhere else, and we'd rather they get there quickly.

Our clients trust us with the results of their life's effort — businesses they built, wealth they accumulated, decisions that will outlive them. Our internal culture exists to protect that trust. The directness protects it. The team orientation protects it. The focus on results protects it. The clean environment, the politics-free workplace, the refusal to let problems sit unresolved — all of it protects it.

Confidence Wealth Management is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The work is legacy-weighted: clients bring us decades of accumulated wealth and decisions that outlive them. The internal culture runs on seven explicit values, and every one of them is also a filter.

If you read the seven values above and you got excited — like you've been looking for a place that actually operates this way — we should talk. If you felt anything else, you already have your answer.

— Rem Oculee, Founder & CEO

You won't fit here if…

• Direct feedback wounds you. If being told plainly that something is wrong feels like an attack, the daily rhythm here will exhaust you.

• You need to be softened, prepared, or coddled before hearing hard truths.

• You prefer deliberation for its own sake. Slowness as a proxy for "being thorough" reads to us as "not done yet."

• Your default status update is a description of what you're working on rather than what you finished.

• You say "I've been busy" instead of delivering, or "I'm still working on it" instead of either asking for help or shipping.

• You keep score of who got credit, who didn't, and what you're owed.

• Profanity, crude humor, or sexualized or off-color jokes are part of how you relax or bond with coworkers. This is not the place.

• You like to bring your politics to work, openly or by implication.

• You process frustration by talking about people instead of to them.

• You enjoy identifying problems more than resolving them. Water-cooler critique has no home here.

You'll fit here if…

• You can hear "that's not right, here's why, please fix it" without flinching or taking it personally.

• You give feedback the same way you want to receive it: respectfully, promptly, and unambiguously.

• You move quickly and adapt. You don't treat every small decision as a committee-level question.

• You measure your day by what you finished, not what you touched.

• If you said Thursday, it's done Thursday — or someone hears about it Wednesday.

• You ask for help when you need it, without apology or performance. Help is always available; confusion rarely is.

• You share credit instinctively. The team winning is the only win that counts to you.

• You keep a clean workplace by default — no profanity, no crude or off-color humor — because that's already how you carry yourself.

• You keep your politics out of client work and team communication, because you respect that not everyone shares them.

• If you have a problem with a teammate, you bring it to them with a proposed solution — not to someone else as a complaint.

• You care about the details because you understand that what we do affects families for decades.