CPA | High-Net-Worth Tax & Advisory

Advisor Talent Management · Charlotte, North Carolina

FULL TIME

Job Description

CPA | High-Net-Worth Tax & Advisory

Are you an experienced CPA who enjoys advising clients and building relationships but wants to eliminate the burden of prospecting and running a business?

We are seeking a

client-focused CPA

to work with an established base of high-net-worth individuals and families. This opportunity offers the autonomy of managing your own client portfolio, the support of an established business platform, and compensation that grows alongside your success.

Key Responsibilities

Manage and develop relationships with high-net-worth clients.
Prepare and review individual tax returns, including complex filings.
Provide proactive tax planning and personalized financial guidance.
Advise clients on investment income, capital gains, trusts, and estate-related tax considerations.
Coordinate with financial advisors, attorneys, and other professionals.
Grow and retain your client portfolio through exceptional service.

Qualifications
Active CPA license in good standing.
Strong background in individual taxation and tax planning.

· Experience working with high-net-worth clients preferred.

· Excellent communication and relationship-management skills.

Ability to independently manage client engagements.

Why Join Us?
Established Client Base:

Access clients without the need for cold prospecting.
Professional Autonomy:

Manage your own portfolio and client relationships.
Growth-Based Compensation:

Increase your earnings as your portfolio grows.
Business Support:

Focus on advising clients while we provide the infrastructure.
Long-Term Opportunity:

Build a rewarding practice within an established organization.

Build your practice without building the business from scratch.

If you’re an experienced CPA looking for greater autonomy, meaningful client relationships, and unlimited growth potential, we’d love to connect.

Company	Advisor Talent Management
Location	Charlotte, North Carolina
Type	FULL TIME
Niche	Full-time

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CPA | High-Net-Worth Tax & Advisory

Job Description

· Experience working with high-net-worth clients preferred.

· Excellent communication and relationship-management skills.