The Well · 1 week ago
CPA/Tax Strategist
Winter Garden, FL
Full-time
Onsite
Mid Level
$100K/yr - $110K/yr
3+ years expThe Well is a growing wealth management firm dedicated to serving high-net-worth individuals and business owners. They are seeking a CPA/Tax Strategist to join their collaborative team, focusing on proactive tax strategies and client relationship building.
Staffing & Recruiting
Hiring Manager
Ashlee Klingler
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
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
Advancement opportunity for career growth within an expanding advisory firm
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase