CPA/Tax Strategist
Job in
Winter Garden, Orange County, Florida, 34777, USA
Listing for:
The Well
Full Time
position
Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 110000 USD Yearly
USD
100000.00
110000.00
YEAR
Job Description & How to Apply Below
About the opportunity-
We’re hiring a CPA/Tax Strategist on behalf of our client—a growing wealth management firm based in Winter Garden, FL. This team is forward-thinking, client-focused, and dedicated to serving high-net-worth individuals, business owners, executives, and medical professionals. Their mission: to deliver proactive, integrated financial and tax planning that creates lasting impact through strategy, collaboration, and insight.
This is not a siloed accounting seat—it’s a chance to join a collaborative wealth planning team, contribute ideas, and work closely with advisors and clients on forward-looking tax strategy.
Seeking candidates that self-directed, independent, highly autonomous, entrepreneurial, & proactive.
Core Responsibilities
Prepare and review individual, trust, and business tax returns for high-net-worth clientsCollaborate year-round with wealth advisors to design and execute proactive tax strategiesResearch and implement advanced planning strategies, including entity structuring, retirement, charitable, and equity compensation planningPartner with the planning team on business succession and transition strategiesParticipate in client meetings and strategy sessions, translating complex strategies into clear client conversationsMaintain strong command of evolving tax laws and their impact on client portfoliosBuild trusted client relationships and contribute to a team-first, collaborative cultureCandidate Profile
CPA license (required)3–5 years of tax experience, preferably with HNW individuals and closely held businessesStrong technical knowledge in tax compliance and planningSkilled at explaining complex tax strategies in client-friendly termsCollaborative, growth-minded, and excited to be part of an integrated advisory teamInterest in financial planning and wealth management is a plusCompensation & Benefits
Base salary $100,000 – $110,000 (depending on experience)(135k minimum, OTE for year
1)
Revenue share bonus structure for significant upside potentialProfessional development support for CE, licensing, and certificationsValues-driven culture where collaboration, respect, and growth are centralAdvancement opportunity for career growth within an expanding advisory firm
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
