Senior Tax Planning CPA
Tired of the tax season grind and ready to step into a more consultative role focused on tax planning and advisory?
Our client is a boutique wealth management firm dedicated to serving business owners and families who value legacy and seek more than traditional financial advisory services. The firm takes a highly consultative, planning-first approach—helping clients navigate complex financial decisions, major life transitions, and long-term wealth strategies with confidence.
With a focus on precision and proactive planning, the firm partners closely with clients to protect their assets, optimize outcomes, and build lasting generational impact.
Position Summary
We are seeking an experienced CPA with deep expertise in business and corporate tax strategy to join a growing advisory team.
This is a strategic, advisory-focused role centered on advanced tax planning—not tax preparation, compliance, or seasonal filing work. You will work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, business owners, and entrepreneurs to design and evaluate sophisticated tax-efficient strategies that drive long-term value.
This role offers the opportunity to operate at a high level—collaborating with advisors, attorneys, and other specialists—while contributing to meaningful client outcomes without the traditional tax season workload.
Key Responsibilities
Design and refine advanced tax strategies for business owners and high-net-worth familiesAdvise on entity structuring, multi-entity planning, and corporate tax optimizationDevelop strategies related to:QSBS / Section 1202 planningCharitable giving structuresReal estate tax optimizationWealth transfer and estate planning alignmentReview financials and tax documents to identify planning opportunities and potential risks (no preparation or filing responsibilities)Participate in high-level client strategy meetings alongside internal advisors and external partnersCollaborate with outside CPAs, attorneys, and estate planning professionals to ensure seamless executionStay current on evolving tax laws and emerging planning strategiesContribute to internal thought leadership, frameworks, and scalable planning processesQualifications
Active CPA license (required)Strong experience in business, corporate, or pass-through entity taxationProven background in strategic tax planning (not solely compliance-focused)Experience working with HNW/UHNW clients or complex business-owner structures preferredAbility to translate complex tax concepts into clear, actionable insightsHighly collaborative, analytical, and solutions-oriented mindsetWhat We Offer
No tax season grind – fully planning-focused roleDirect exposure to high-level client strategy and decision-makingOpportunity to work on complex, intellectually engaging tax strategiesCollaborative, forward-thinking environment within a growing advisory firmMeaningful work helping clients build and preserve long-term wealth and legacyCompensation & Benefits
Base Salary: $120,000 – $150,000 annually401(k) with company matchHealth, dental, and vision insurancePaid time off (PTO)Continuing education (CPE) supportWork Environment
Location: In-person Read LessPosition Summary
We are seeking a dependable, mechanically inclined Press Brake Operator to operate press brake equipment in a fast-paced electronics manufacturing environment. This position is responsible for setting up and operating press brakes, loading materials, monitoring production, inspecting completed parts, and making routine machine adjustments to ensure products meet quality and dimensional specifications.
The ideal candidate has previous experience operating forming, stamping, punch, brake press, or similar metal-fabrication equipment in a precision environment. We will also consider candidates with strong general machine-operation experience and the mechanical aptitude to learn.
Key Responsibilities
Set up and operate press brakes and related production equipment. Install or assist with changing dies, tooling, fixtures, and machine components. Adjust machine settings, speeds, pressure, and fixturing according to work instructions. Read and interpret blueprints, production drawings, work orders, and specifications. Inspect finished parts using calipers, micrometers, gauges, and templates. Monitor equipment during production and identify quality or performance issues. Make basic machine adjustments to maintain tolerances and production standards. Document production quantities, scrap, downtime, and quality results. Perform routine equipment inspections and basic preventive maintenance. Maintain a clean and organized work area. Follow all company safety procedures, including machine guarding and lockout/tagout requirements. Work collaboratively with production, quality, maintenance, and supervisory personnel. Perform other manufacturing and fabrication duties as needed.Qualifications
High school diploma or GED preferred. At least one year of manufacturing or machine-operation experience preferred. Experience with press brakes, stamping presses, punch presses, press brakes, roll-forming equipment, or similar machinery is strongly preferred. Ability to understand basic dimensions and tolerances and ensure product conforms to specifications. Familiarity with calipers, micrometers, gauges, and other inspection tools is a plus. Strong mechanical aptitude and troubleshooting ability. Ability to follow written and verbal instructions. Reliable attendance and willingness to work overtime when required. Forklift or overhead-crane experience is helpful but not required.Physical Requirements
Ability to stand and work around manufacturing equipment for an entire shift. Ability to lift and move up to 50 pounds. Ability to bend, reach, push, pull, and handle metal parts and materials. Ability to work in a manufacturing environment with noise, machinery, and fluctuating temperatures. Ability to wear required personal protective equipment, including safety glasses, gloves, hearing protection, and steel-toed footwear. Read Less