CPA/Tax Strategist jobs in United States
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The Well · 2 days ago

CPA/Tax Strategist

positionWinter Garden, FL
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$90K/yr - $100K/yr
date3+ years exp

The Well is a growing wealth management firm based in Winter Garden, FL, seeking a CPA & Tax Strategist. This role involves preparing and reviewing tax returns for high-net-worth clients, collaborating with advisors to design proactive tax strategies, and maintaining strong client relationships.

Staffing & Recruiting
Hiring Manager
Ashlee Klingler
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Responsibilities

Prepare and review individual, trust, and business tax returns for high-net-worth clients
Collaborate year-round with wealth advisors to design and execute proactive tax strategies
Research and implement advanced planning strategies, including entity structuring, retirement, charitable, and equity compensation planning
Partner with the planning team on business succession and transition strategies
Participate in client meetings and strategy sessions, translating complex strategies into clear client conversations
Maintain strong command of evolving tax laws and their impact on client portfolios
Build trusted client relationships and contribute to a team-first, collaborative culture

Qualification

CPA licenseTax complianceTax planningHigh-net-worth experienceFinancial planningClient communicationCollaborative mindset

Required

CPA license required
3–5 years of tax experience, preferably with HNW individuals and closely held businesses
Strong technical knowledge in tax compliance and planning
Skilled at explaining complex tax strategies in client-friendly terms
Collaborative, growth-minded, and excited to be part of an integrated advisory team

Preferred

Interest in financial planning and wealth management is a plus

Benefits

Revenue share bonus structure for significant upside potential
Professional development support for CE, licensing, and certifications
Values-driven culture where collaboration, respect, and growth are central
Pathway for career growth within an expanding advisory firm

Company

The Well

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Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
dateFounded in 2023
location
Peoria, Arizona, US
people-size11-50 employees
web-link
https://thewell.solutions/

Funding

Current Stage
Early Stage

Leadership Team

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Steven Perry
Founder
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Company data provided by crunchbase