Description Summary: Are you a tax strategist who thrives in a collaborative, client-first environment? We’re seeking a Senior Tax Planning CPA to play a pivotal role in delivering advanced tax strategies to high-net-worth individuals and families. This is an opportunity to go beyond tax compliance—to be part of an elite wealth management team that integrates tax, estate, and investment planning for clients with complex financial lives. Join a nationally recognized advisory firm with over $40B in assets under management and a strong regional office serving 200+ client households averaging $3M in investable assets. With deep relationships and a growing referral network, we’re building something exceptional—and we need a tax expert like you to help lead the way. What You'll Do + Develop and implement sophisticated tax planning strategies for business owners, executives, and multi-generational families. + Collaborate closely with Wealth Advisors on estate, charitable, business succession, and investment tax planning. + Analyze and interpret client tax returns, identifying planning opportunities tied to their financial goals. + Communicate complex tax topics clearly and confidently to both clients and internal team members. + Stay on top of tax law changes and guide clients and advisors on new opportunities. + Support business development by demonstrating tax value in prospective client conversations. You’ll Excel Here If You Are: + A collaborative partner who sees tax as part of a broader planning strategy. + A clear communicator who simplifies complex tax concepts for clients and colleagues alike. + Adaptable and nimble, able to shift between deep technical analysis and client-facing strategy. + A strategic thinker who proactively identifies planning opportunities. + Humble and team-oriented, sharing your expertise generously and stepping up without ego. What We Offer + Competitive compensation package with performance-based bonuses. + A collaborative, growth-oriented culture that values thought leadership and initiative. + Leadership visibility and room to grow in a nationally ranked, rapidly expanding firm. + Flexible work arrangements and strong operational support to help you do your best work. NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements What We’re Looking For + CPA designation required; MST or other advanced tax credential strongly preferred. + 7+ years of experience in tax planning (not preparation), preferably within a wealth management, family office, or public accounting environment. + Proven experience advising high-net-worth clients with complex financial structures. + Strong interpersonal and communication skills with a consultative, team-oriented mindset. + Ability to adapt quickly and take ownership in a fast-paced, evolving role. Note: Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .