Tax Advisory Professional
A growing wealth management firm is expanding its service offerings by building a dedicated tax advisory practice. They are seeking a CPA with 2+ years of public accounting experience—ideally someone who is ready for a change from long hours, heavy seasonal workloads, and repetitive tax cycles.
This is a unique opportunity to help build a tax practice from the ground up while working alongside financial advisors to deliver comprehensive planning for high-net-worth individuals, mid-career professionals, business owners, and families.
What Makes This Role Attractive
- A chance to step out of traditional public accounting and help shape a new tax services division.
- Direct involvement in developing the brand, identity, and client experience for the tax practice.
- A more balanced lifestyle with predictable hours and a strong emphasis on long‑term client relationships rather than volume‑driven tax seasons.
- Exposure to vesting schedules, real estate and alternative investments, equity compensation, and other wealth‑management‑aligned tax strategies.
- Competitive compensation in the $110K–$130K range.
Ideal Background
- CPA with 2–5 years in public accounting
- Strong tax preparation and advisory foundation
- Experience with corporate stock filings, equity vesting, or high‑net‑worth clients
- Someone who enjoys tax work but wants a more strategic, client‑facing role
- Interest in helping build and define a new service line within a respected wealth management brand
Send Resumes and Cover Letter to info@shermanwealth.com