Certified Public Accountant

Lead Tax Advisor

Are you a strategic CPA with a passion for advanced tax planning, trust taxation, and helping high-net-worth clients preserve and grow wealth? Our client is seeking an experienced Certified Public Accountant to become the firm's lead tax advisor in a rapidly growing boutique wealth planning organization located in Prosper, Texas. This is a direct hire opportunity offering significant autonomy, direct client interaction, leadership responsibilities, and the opportunity to help shape the future of a fast-growing firm.

Rapidly expanding boutique family office and advanced tax planning firm serving high-net-worth individuals, business owners, physicians, real estate investors, nonprofit organizations, and closely held businesses throughout the United States.

As the Certified Public Accountant (CPA), you will become the firm's primary tax expert and strategic advisor. This is not a traditional tax preparation position or back-office accounting role. The CPA will serve as the firm's trusted authority on complex tax strategy while partnering directly with attorneys, founders, advisors, and clients to develop integrated planning solutions. This Certified Public Accountant position offers significant autonomy, decision-making authority, and visibility with leadership while supervising one direct report. Serve as the firm's lead CPA and primary tax consultant for high-net-worth clients. Develop sophisticated tax planning strategies focused on wealth preservation and tax minimization. Research and interpret complex federal and multi-state tax laws. Collaborate directly with attorneys to create integrated legal and tax planning strategies before client meetings. Meet with clients daily to explain tax strategies and planning opportunities. Prepare and review complex individual, trust, partnership, corporate, and fiduciary tax returns. Advise clients on entity selection, restructuring, business succession planning, trust planning, and asset protection strategies. Provide strategic guidance involving irrevocable complex trusts and advanced estate planning. Assist clients with multi-state taxation, nonprofit organizations, real estate taxation, depreciation strategies, and passive activity rules. Mentor and oversee one tax professional while helping build the firm's growing tax practice. Work closely with firm leadership to develop scalable tax planning processes as the organization continues to grow.

Active CPA license in good standing required 10+ years of public accounting, family office, wealth management, or advanced tax advisory experience Bachelor's degree in Accounting required Experience advising high-net-worth individuals and closely held businesses Extensive knowledge of individual, partnership, S Corporation, C Corporation, and fiduciary taxation Experience preparing and reviewing Forms 1040, 1041, 1065, 1120S, and 1120 Strong experience with irrevocable complex trusts Multi-state tax planning experience preferred Excellent presentation and client communication skills Ability to explain sophisticated tax strategies to executive-level clientele Experience working collaboratively with attorneys or legal professionals is highly preferred Experience with TaxDome, QuickBooks, or similar cloud-based tax software is preferred The ideal Certified Public Accountant will bring both technical expertise and exceptional client-facing abilities. This individual enjoys solving complex tax challenges, communicating directly with sophisticated clients, and collaborating across multiple disciplines

Bonus Potential This entrepreneurial organization offers a collaborative, non-corporate culture where experienced professionals have the opportunity to make a significant impact while working alongside highly successful business owners and advisors. Hybrid schedule (4 days in office / Fridays remote) Relaxed, entrepreneurial, non-corporate culture Flexible PTO with leadership that values work-life balance 1099 engagement structure through the candidate's PLLC, providing additional tax planning opportunities and deductible business expenses