Tax Advisor

Tax Advisor at The LifeWealth Group Tax Advisor at The LifeWealth Group in Ocoee, Florida Posted in about 2 hours ago.

Type:

full-time

Job Description:

Company Description The LifeWealth Group provides a comprehensive approach to financial planning, integrating clients' dreams with their financial goals to create customized strategies. By offering a suite of services, the firm guides clients through every step of their financial journey. As a Registered Investment Adviser under the Investment Advisers Act of 1940, The LifeWealth Group is committed to delivering personalized and informed solutions. Headquartered in Winter Garden, FL, the firm also offers insurance products through its affiliated business, Significant Wealth Management, LLC. The LifeWealth Group prides itself on helping families achieve financial security and long-term aspirations.

Job description:

This CPA role is responsible for preparing and reviewing complex individual, trust, and business tax returns for high-net-worth clients while partnering closely with wealth advisors to deliver proactive, year-round tax strategies. The position involves researching and implementing advanced planning solutions such as entity structuring, retirement and charitable strategies, equity compensation, and business succession planning. The CPA will actively participate in client meetings, translate complex tax concepts into clear guidance, and stay current on evolving tax laws. Success in this role requires strong collaboration, relationship-building skills, and a commitment to contributing to a team-oriented, advisory-focused culture. Required Bachelor's Degree in related field CPA License - Active 3-5+ years of tax experience, preferably with high net worth individuals and closely help businesses Proactive, career growth-oriented mindset Strong technical knowledge in tax compliance and planning Ability to communicate complex tax strategies in a client-friendly, understandable way Team player and strong ability to translate technical tax language Nice to Have Interest or experience in financial planning and wealth management Leadership experience