CPA - Senior Tax & Advisory Professional

CPA – Senior Tax & Advisory Professional

Private Wealth Law Group

At Private Wealth Law Group, we help business owners, entrepreneurs, and high-net-worth individuals make better financial decisions through proactive tax planning, accounting, and strategic business advice. Our approach goes beyond tax compliance—we become trusted advisors who help clients build wealth, reduce taxes, and make informed decisions throughout the year.

We are seeking an experienced CPA who enjoys working directly with clients, solving complex tax challenges, and leading a high-performing tax and accounting team. This position offers the opportunity to build long-term client relationships while helping shape the future of our growing Tax & Accounting division.

This position is ideal for a CPA who enjoys a client-facing practice, takes ownership of client relationships, and is motivated to maintain a productive practice.

What You'll Do

Tax Planning & Advisory

• Develop proactive tax strategies for business owners and high-net-worth individuals.
• Review complex individual, business, trust, and partnership tax returns.
• Identify tax-saving opportunities and provide year-round advisory services.
• Conduct tax projections and planning meetings with clients.
• Research complex tax issues and provide practical recommendations.

Client Advisory

• Serve as the primary advisor for a portfolio of business and individual clients.
• Build long-term relationships through exceptional service and proactive communication.
• Advise clients on entity structure, business operations, cash flow, tax implications, and financial strategy.
• Collaborate with attorneys and other professionals to deliver integrated solutions.

Leadership & Team Development

• Review work prepared by staff accountants and provide coaching and mentorship.
• Assist with training and developing team members.
• Help improve firm workflows, technology, and internal processes.
• Contribute to the continued growth and success of the Tax & Accounting division.

Qualifications

• Certified Public Accountant (CPA) license required.
• Five or more years of experience in public accounting.
• Strong background in tax planning, tax compliance, and client advisory services.
• Experience reviewing tax returns and managing client engagements.
• Proficiency with QuickBooks Online and cloud-based accounting technology.
• Excellent analytical, communication, and problem-solving skills.
• Highly organized with exceptional attention to detail.
• Ability to manage multiple client relationships simultaneously.
• Strong leadership skills and a collaborative mindset.

What Makes You Successful

The ideal CPA:

• Thinks like a trusted advisor rather than simply a tax preparer.
• Enjoys building lasting relationships with business owners.
• Communicates complex tax concepts in a practical and understandable way.
• Takes ownership of client outcomes.
• Seeks opportunities to improve processes and client service.
• Enjoys mentoring and developing other professionals.
• Thrives in a collaborative, fast-paced environment.
• Is committed to continuous learning and professional growth.

Performance Expectations

• Deliver exceptional client service and technical excellence.
• Manage multiple engagements while consistently meeting deadlines.
• Develop proactive tax strategies that create meaningful value for clients.
• Contribute to the firm's continued growth through outstanding client relationships and teamwork.

Why Join Private Wealth Law Group?

• Work directly with sophisticated business owners and high-net-worth clients.
• Build meaningful client relationships through year-round advisory work—not just tax season.
• Be part of a collaborative team of attorneys, CPAs, and advisors serving clients with integrated legal and tax solutions.
• Enjoy opportunities for leadership, professional development, and long-term career growth.
• Competitive compensation based on experience.
• Comprehensive benefits package including:
  • 401(k)
  • 401(k) matching
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Paid time off