Tax Advisor

We are seeking an experienced, client-facing Certified Public Accountant (CPA) to spearhead integrated tax services. In a traditional RIA setting, clients' portfolios and financial plans are often built separate from their tax filings. In this role, you will bring tax expertise in-house—working hand-in-hand with CFA® and CFP® professionals to analyze, design, and execute sophisticated tax-mitigation strategies.

This is a unique opportunity for a public accounting veteran looking to step away from the grueling, high-volume compliance grind and transition into a holistic, wealth-advisory relationship model supporting high-net-worth (HNW) individuals, families, trusts, estates, charitable foundations, and corporate retirement plans.

salary: $130,000 - $150,000 per year
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

1. Advanced Tax Strategy & Advisory (60%)
• HNW & Ultra-HNW Planning: Analyze complex financial profiles of affluent individuals, multi-generational families, estates, and trusts to minimize lifetime tax exposure.
• Cross-Discipline Collaboration: Partner directly with Portfolio Managers to optimize tax-loss harvesting, asset location, stock option executions (ISOs/NSOs), and concentrated equity monetization.
• Estate & Trust Navigation: Guide clients through generation-skipping transfer taxes, the step-up in basis rules, and the tax implications of various trust structures (GRATs, SLATs, ILITs).
• Philanthropic Structuring: Advise clients on tax-efficient charitable giving vehicles, including Donor-Advised Funds (DAFs), Charitable Remainder/Lead Trusts (CRUTs/CLATs), and private foundations.


2. Compliance, Oversight & Review (25%)
• High-Level Review: Oversee the technical prep and final review of complex federal, state, and local tax returns for individuals, gift tax (Form 709), trusts/estates (Form 1041), and closely-held business entities.
• IRS/State Representation: Manage any audit notices, tax authority correspondence, or complex regulatory compliance inquiries on behalf of the firm’s clients.

3. Client Relationship Management (15%)
• Client Interface: Lead proactive, year-round "tax-reduction" planning meetings with clients to discuss quarterly projections, withholding adjustments, and year-end strategies.

Skills

• TAX (5 years of experience is required)
• TAX LAW (5 years of experience is required)
• Trust & Estate Tax (1 year of experience is preferred)
• Individual/Personal Tax Planning (1 year of experience is preferred)
• Tax Planning (1 year of experience is preferred)
• Tax Compliance (1 year of experience is preferred)
• CPA (5 years of experience is required)

Qualifications

• Years of experience: 5 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.