CPA Tax Planner, Strategist

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Confidence Wealth Management

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2002

💸 Finance

💼 Consulting

Finance • Consulting

Confidence Wealth Management is a fiduciary boutique wealth management firm that builds integrated financial plans for individuals, families, and business owners. They focus on coordinating investment management with tax planning, estate planning, asset protection, and business-owner strategies (including exit planning) to identify planning gaps and align wealth with long-term goals. The firm emphasizes a multi-disciplinary, multi-advisor team approach, coordinates with external CPAs and estate attorneys when specialized advice is needed, and does not provide legal advice. Services highlighted include investment planning and management, tax planning coordination, estate planning coordination, asset protection, beneficial business structures for owners, and specialized business-exit financial planning.

📋 Description

• Develop and implement proactive, customized tax strategies for clients • Serve as a primary tax advisor to assigned clients • Lead and participate in client meetings to explain tax strategies and recommendations • Embed tax assumptions and strategies into financial planning software and client plans • Prepare and/or review federal and state tax returns • Act as an internal tax resource for advisors and planning teams • Educate advisors on tax-sensitive planning strategies

🎯 Requirements

• Active CPA license in good standing • 5+ years of progressive tax experience (public accounting, wealth management, or family office) • Demonstrated expertise in individual, business, and trust taxation • Strong experience with tax planning beyond basic compliance • Excellent written and verbal communication skills • High ethical standards and commitment to fiduciary principles • Prior experience working with an RIA, family office, or wealth management firm (preferred) • Experience serving high-net-worth and ultra-high-net-worth clients (preferred) • CFP® designation or significant financial planning experience (preferred) • Familiarity with financial planning and tax planning software (preferred) • Leadership or mentoring experience (preferred)

🏖️ Benefits

• Competitive base salary commensurate with experience • Performance-based bonus and/or incentive compensation • Comprehensive benefits package, including health insurance, retirement plan, and paid time off • Professional development and continuing education support • Potential for long-term growth, leadership opportunities, and participation in firm success