Job Description

Tired of the long hours in public accounting? Feeling stuck in an industry role with little to no upward mobility? We’re partnering with a well-established, highly respected wealth advisory firm in Sarasota, Florida that might be the next step you're looking for (open to relocation for the right candidate) . Founded in 2002, the firm has offices in the Columbus OH area, and continues to grow with a strong reputation and client base. This opportunity is ideal for someone with a strong background in individual and business tax planning, who’s looking to step into a more strategic, client-focused role. One unique perk of joining this team: the ability to become a Registered Investment Advisor (RIA) — opening the door to additional income opportunities outside of traditional tax work, making for a very competitive comp structure. Key responsibilities: Provide strategic tax planning for high-net-worth individuals and families, including estate, trust, and gift tax considerations Serve as the lead contact for client relationships on all tax-related matters Research and advise on complex tax situations (multi-state, partnership, international, etc.) Ensure accurate and timely tax compliance Mentor and supervise junior team members Contribute to firm development and client service initiatives What makes this opportunity stand out: A collaborative, relationship-driven environment The ability to take on more advisory work, not just compliance Opportunities for professional growth and increased income A stable firm with long-term, easy to work with client partnerships What we're looking for: ~ Bachelor’s degree in Accounting, Finance, or related field ~ CPA license ~5+ years of tax experience, preferably in public accounting or a similar client-facing environment ~ Strong knowledge of individual income tax and high-net-worth client tax planning ~ Experience with trusts, estates, and gift taxation ~ Excellent communication and client relationship management skills ~ Strong attention to detail and organizational skills ~ Entrepreneurial mindset If after reading this post you're thinking: "Wow, sounds like my dream job!" Reach out to me! In addition to applying to the ad, give me a call or shoot over an email - the best candidates do both! Lexi Jenkins 440-627-6901 [email protected]

Job Tags

Relocation, Easy work,

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