Tax Planning CPA

@ Goodwin Recruiting
Goodwin Recruitinggoodwinrecruiting.com

Tax Planning CPA

Salt Lake City, UT
Posted 1 day ago

About the job

A well-established firm in Salt Lake City serving closely held businesses and high-net-worth individuals. Focuses on strategic tax planning, advisory services, and building long-term client relationships. Offers competitive pay, performance incentives, strong benefits, and work/life balance.

Requirements

  • Minimum 5 years in tax planning
  • Experience with high-net-worth clients
  • Knowledge of tax forms and strategies
  • Strong analytical skills
  • Proficiency in tax software

Qualifications

  • Bachelor's in Accounting or Finance
  • CPA or Enrolled Agent preferred
  • Excellent communication skills
  • Proficiency with Microsoft Office
  • Experience with tax research

Full job description

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.

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