Employment Notice :

This position is employed exclusively by Integrated Tax Advisors, an independent tax company affiliated with Fragasso Financial Advisors. Although this role works closely with Fragasso Financial Advisors' advisors and clients, this position will be an employee of the affiliated tax firm. This is a unique opportunity to help build and lead a growing tax planning practice while collaborating with an established wealth management firm serving affluent clients. You will work directly with financial advisors to provide proactive tax strategies that will become part of each client's overall financial plan. If you enjoy solving complex tax issues, working collaboratively with advisors, and helping shape the future of a growing tax practice, we would love to talk with you. What You'll Do High-Net-Worth Tax Planning & Preparation

Lead tax planning and tax preparation services for select high-net-worth individuals and families
Identify opportunities to reduce tax liabilities through proactive planning
Develop tax strategies related to:
Investments and capital gains
Retirement income
Roth conversions
Charitable giving
Estate and wealth transfer planning
Deliver thoughtful recommendations that improve clients' overall financial outcomes Partner with Financial Advisors
Collaborate closely with financial advisors to integrate tax planning into comprehensive financial plans
Participate in client meetings when tax expertise adds value
Coordinate with advisors on tax-efficient planning strategies Strategic Tax Planning
Monitor and advise on planning opportunities including:
Capital gains management
Income tax bracket optimization
Roth conversion strategies
Medicare IRMAA planning
Tax-loss harvesting coordination
Retirement distribution planning Help Build the Practice
This role offers more than client work. You will help develop the firm's tax planning capabilities by:
Creating scalable tax planning workflows
Developing planning frameworks
Improving advisor collaboration
Building client-facing planning tools
Establishing best practices for integrated tax planning Qualifications We are looking for an experienced professional who combines technical expertise with excellent communication skills and an entrepreneurial mindset.

Requirements include:

Active CPA license in good standing
Bachelor's degree in Accounting, Finance, or related field
8-15+ years of tax planning and tax preparation experience
Extensive experience serving high-net-worth individuals and families
Ability to explain complex tax concepts in practical, client-friendly language Preferred Experience
Master's degree in Taxation or Accounting
Working alongside wealth management firms, financial advisors, or family offices
Developing tax planning processes or building a tax practice
Advising clients regarding:
Closely held businesses
Liquidity events
Concentrated stock positions
Equity compensation
Estate and trust tax matters
Significant charitable planning
Tax-efficient retirement withdrawal strategies Why This Opportunity Is Different This position offers the opportunity to:
Work with an established wealth management firm serving high-net-worth clients
Become the lead tax resource supporting integrated financial planning
Enjoy a better work-life balance than typical tax firms, including a hybrid remote work opportunity
Build and influence a growing tax planning practice
Work collaboratively with experienced financial advisors
Focus on proactive planning beyond annual tax preparation
Help shape the future direction of an expanding affiliated tax firm Employment Structure This position is employed by Integrated Tax Advisors, a tax company affiliated with Fragasso Financial Advisors. The individual selected for this position will:
Be employed by Integrated Tax Advisors
Provide tax planning and tax preparation services through that entity
Maintain all required CPA licensing and professional responsibilities through the affiliated entity
Collaborate with advisors at Fragasso Financial Advisors in serving shared clients
Fragasso Financial Advisors does not employ the individual hired for this position and is not the provider of tax preparation services.

Integrated Tax Advisors is solely responsible for its employment relationship, professional services, regulatory compliance, and client engagements. Integrated Tax Advisors offers an excellent benefit package and a hybrid, remote working opportunity. Integrated Tax Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Pay:

$150,000.00

$170,000.

00 per year

Education:

Bachelor's (Preferred)

License/Certification:

CPA (Preferred)

Work Location:

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