Description Summary Are you a strategic thinker with a passion for tax planning and a consultative mindset? Join a nationally ranked wealth management firm that partners with high-net-worth families to deliver comprehensive, forward-looking financial strategies. With over $40 billion in assets under management nationally and a robust local presence serving 200+ families, we’re seeking an experienced and client-focused Senior Tax Planning CPA to enhance our tax advisory capabilities. In this role, you will collaborate directly with Wealth Advisors, estate planners, and other specialists to craft proactive and sophisticated tax strategies for clients with complex needs—ranging from business owners to multi-generational families. This is a high-impact, visible position where your tax expertise will support both existing relationships and prospective client engagements. Key Responsibilities + Design and implement advanced tax strategies across estate, charitable, business succession, and investment planning areas. + Partner with advisors to provide integrated planning around trusts, stock options, real estate, and closely held businesses. + Analyze tax returns to uncover planning opportunities aligned with clients’ broader financial goals. + Educate clients by translating complex tax topics into clear, actionable insights. + Serve as a subject matter expert on tax law changes and provide firmwide thought leadership. + Support business development through tax-driven value propositions in prospect meetings. What You Bring + A collaborative mindset, eager to partner with advisors and support holistic client outcomes. + Clarity in communication, with a gift for making complex ideas accessible. + Adaptability, shifting smoothly between detailed analysis and high-level client conversations. + A problem-solving orientation, seeking proactive tax strategies that enhance financial and estate plans. + Strong emotional intelligence, able to build trust and rapport across diverse client and team settings. + Leadership without ego, comfortable sharing knowledge and contributing to collective success. What We Offer + Competitive compensation with performance-based incentives. + A collaborative culture that values innovation and technical depth. + Clear path for growth and leadership in a rapidly expanding firm. + Flexibility in how and where you work, supported by robust internal resources. 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 Qualifications + Active CPA license required; MST or similar advanced tax credential strongly preferred. + Minimum 7 years of tax planning experience (emphasis on planning, not preparation). + Demonstrated success advising high-net-worth individuals and families on complex tax matters. + Exceptional communication and interpersonal skills with a consultative, client-first approach. + Proven ability to thrive in dynamic environments with evolving responsibilities and opportunities. 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) .