Tax & Business Advisor (CPA / EA preferred)

We are seeking a Tax & Business Advisor to lead tax planning and tax return preparation for firm clients while playing a central role in our Business Growth & Exit Planning (Track 2) services. This is not a traditional compliance-only accounting role. The ideal candidate enjoys tax strategy, financial analysis, and working directly with business owners, helping them understand how decisions today affect profit, business value, and long-term personal wealth. Tax preparation will be provided exclusively for firm clients—we do not offer standalone or high-volume tax-only engagements. This role will collaborate closely with our financial advisors, planners, and operations team and will have the opportunity to grow into a key leadership position as the firm expands. Key Responsibilities Tax Planning & Tax Preparation (Track 1 & Track 2) Lead proactive tax planning for financial planning and business owner clients Prepare and/or oversee preparation of: Individual tax returns Business tax returns (primarily pass-through entities) Identify tax-saving strategies aligned with broader financial and business goals Coordinate tax strategy with investment, retirement, insurance, and exit planning recommendations Serve as the internal tax expert for the advisory team Business Financial Analysis & Exit Planning Support (Track 2) Perform financial recasting and normalization for closely held businesses

Conduct:

Financial recasting and benchmarking Business valuation calculations using established methodologies and data sources Gap analysis across Profit, Business Value, and Owner Wealth Support exit planning engagements through financial modeling and analysis Collaborate with advisors to translate financial data into clear, actionable recommendations for business owners CFO & Advisory Services (Track 2) Assist in delivering fractional CFO-style services for select business clients, including: Financial analysis and reporting Cash flow insights, including: 12-month budgets Budget vs. actual reporting 12-week cash flow forecasts Strategic decision support Help refine internal processes, tools, and frameworks to support scalable business advisory services Internal Collaboration & Process Development Work closely with financial planners, paraplanners, and operations staff Contribute to improving internal workflows, templates, and analytical tools Participate in client meetings, when appropriate, to explain tax strategies or financial findings

Job Type:

Full-time Pay:

$65,000.00

• $90,000.

00 per year

Benefits:

Dental insurance Gym membership Health insurance Paid time off Vision insurance

Work Location:

In person Tax & Business Advisor (CPA / EA preferred) 1901 Energy Court, Gillette, WY 82718 $65,000

• $90,000 a year
• Full-time $65,000
• $90,000 a year
• Full-time We are seeking a Tax & Business Advisor to lead tax planning and tax return preparation for firm clients while playing a central role in our Business Growth & Exit Planning (Track 2) services.

This is not a traditional compliance-only accounting role. The ideal candidate enjoys tax strategy, financial analysis, and working directly with business owners, helping them understand how decisions today affect profit, business value, and long-term personal wealth. Tax preparation will be provided exclusively for firm clients—we do not offer standalone or high-volume tax-only engagements. This role will collaborate closely with our financial advisors, planners, and operations team and will have the opportunity to grow into a key leadership position as the firm expands. Key Responsibilities Tax Planning & Tax Preparation (Track 1 & Track 2) Lead proactive tax planning for financial planning and business owner clients Prepare and/or oversee preparation of: Individual tax returns Business tax returns (primarily pass-through entities) Identify tax-saving strategies aligned with broader financial and business goals Coordinate tax strategy with investment, retirement, insurance, and exit planning recommendations Serve as the internal tax expert for the advisory team Business Financial Analysis & Exit Planning Support (Track 2) Perform financial recasting and normalization for closely held businesses

Conduct:

Financial recasting and benchmarking Business valuation calculations using established methodologies and data sources Gap analysis across Profit, Business Value, and Owner Wealth Support exit planning engagements through financial modeling and analysis Collaborate with advisors to translate financial data into clear, actionable recommendations for business owners CFO & Advisory Services (Track 2) Assist in delivering fractional CFO-style services for select business clients, including: Financial analysis and reporting Cash flow insights, including: 12-month budgets Budget vs. actual reporting 12-week cash flow forecasts Strategic decision support Help refine internal processes, tools, and frameworks to support scalable business advisory services Internal Collaboration & Process Development Work closely with financial planners, paraplanners, and operations staff Contribute to improving internal workflows, templates, and analytical tools Participate in client meetings, when appropriate, to explain tax strategies or financial findings

Job Type:

Full-time Pay:

$65,000.00

• $90,000.

00 per year

Benefits:

Dental insurance Gym membership Health insurance Paid time off Vision insurance

Work Location:

In person