Senior Tax Planning CPA

Senior Tax Associate / Tax Advisor - HNW / Private Client Tax Planning

$120,000- $180,000 | South Tampa, FL | No Tax Prep / Seasonal Filing

Our client is a boutique, SEC-registered wealth management and virtual family office firm serving high-net-worth business owners, entrepreneurs, and families, typically in the $25M-$100M asset range. The firm takes an integrated approach to wealth management, bringing together tax planning, investment management, estate planning, and legal strategy around each client.

They are seeking a technically strong tax professional who can bring a solid foundation in individual, business, partnership, corporate, or pass-through taxation and continue developing their expertise in HNW tax planning and advisory.

The firm is open to different levels of experience- from a strong Senior Tax Associate ready to develop into a planning-focused advisor to an experienced Tax Manager who can take on more sophisticated planning responsibilities immediately.

This is a planning-focused role- not a traditional tax compliance position. There is no high-volume tax preparation or seasonal filing workload, and the position maintains a standard 40-hour work week throughout the year.

What You'll Do

• Review tax returns, financial statements, and client information to identify proactive tax planning opportunities
• Research, evaluate, and help implement tax-efficient strategies for HNW individuals and business owners
• Advise on business entities, partnerships, S corporations, real estate holdings, and multi-entity structures
• Gain exposure to advanced strategies involving QSBS / Section 1202, charitable giving, real estate taxation, wealth transfer, and estate planning
• Participate directly in client strategy meetings
• Collaborate with financial advisors, attorneys, estate planning professionals, and outside CPAs
• Monitor changes in federal tax law and identify new planning opportunities for clients
• Develop broader expertise in advanced tax planning through hands-on mentorship and CPE-supported professional development

What We're Looking For

• Approximately 4+ years of progressive tax experience; exceptional candidates with less experience will be considered
• Strong technical foundation in individual, business, partnership, corporate, or pass-through taxation
• Experience reviewing and/or preparing complex returns such as 1040, 1041, 1065, and 1120S is highly relevant
• Some exposure to tax planning, tax advisory, private client services, HNW clients, business owners, trusts/estates, or complex entity structures
• Public accounting experience strongly preferred
• CPA preferred, but not required for candidates with strong technical tax experience or those actively pursuing licensure
• Strong communication skills and an interest in working directly with sophisticated clients
• Curious, analytical mindset with an interest in researching and developing creative, technically sound tax strategies
• Desire to build a long-term career in tax planning and advisory rather than compliance

Why Consider This Opportunity?

• Move from compliance into proactive tax planning and advisory
• No traditional tax-season grind or high-volume return preparation
• Direct exposure to HNW/UHNW clients and business owners
• Work alongside tax professionals, financial advisors, and estate planning attorneys
• Hands-on mentorship and CPE-supported professional development
• Exposure to sophisticated planning strategies that may not be available in a traditional public accounting role
• Clear opportunity to deepen your advisory expertise and grow with a boutique firm

Compensation & Benefits

• Base Salary: $120,000–$180,000, depending on experience, technical depth, and level
• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Paid time off
• CPE-supported professional development and continuing education

Location: South Tampa, FL – In-Office