Description Overview: A rapidly growing wealth management firm is seeking a Senior Tax Planning CPA to join its team and provide advanced tax strategy support to high-net-worth individuals, families, and business owners. This role is ideal for a seasoned tax professional who excels in client-facing environments and enjoys working collaboratively with financial advisors to deliver integrated planning solutions. The firm serves a select client base with complex financial needs and values a consultative, team-oriented approach. The ideal candidate will bring deep technical expertise, strong communication skills, and a proactive mindset to help clients navigate sophisticated tax scenarios and align strategies with broader financial goals. Key Responsibilities: + Design and implement advanced tax strategies tailored to high-net-worth clients + Collaborate with advisors on planning for trusts, charitable giving, equity compensation, real estate, and business succession + Review and analyze tax returns to identify planning opportunities + Educate clients by simplifying complex tax concepts into clear, actionable insights + Engage with prospective clients to demonstrate the firm’s value and uncover tax-related opportunities + Monitor tax law changes and advise on implications for client portfolios + Serve as a subject matter expert for internal teams and contribute to client presentations What the Firm Offers: + Competitive compensation with performance-based incentives + Phantom equity participation + Flexible work arrangements and robust support resources + Comprehensive benefits package + Opportunities for leadership and professional growth within a collaborative, client-focused culture 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: + CPA license required; MST or equivalent advanced tax degree preferred + Minimum of 7 years of experience in tax planning (not preparation), ideally within wealth management, family office, or public accounting + Proven ability to advise high-net-worth clients with complex tax needs + Strong interpersonal and communication skills with a client-first approach + Ability to operate independently in a dynamic and evolving role Ideal Candidate Traits: + Collaborative Mindset: Works closely with advisors and shares expertise to elevate team performance + Strong Communicator: Translates technical tax concepts into digestible insights for clients and colleagues + Adaptable: Thrives in a fast-paced environment with shifting priorities + Problem Solver: Proactively identifies tax strategies that complement financial and estate planning + Emotionally Intelligent: Builds trust quickly and respects diverse work styles + Humble Leader: Confident in their expertise but focused on team success over individual recognition 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) .