Tax Planning CPA We are seeking an accomplished Tax Planning CPA to join a well-established firm serving closely held businesses, business owners, and high-net-worth individuals. This executive level position requires 15+ years of experience, deep tax expertise, strong business acumen, and the ability to lead, mentor, and serve as a trusted client advisor. Responsibilities • Provide strategic tax planning and advisory services to high-net-worth individuals, partnerships, corporations, S corporations, and closely held businesses. • Develop sophisticated personal, estate, and business tax-saving strategies. • Analyze clients’ financial positions, tax projections, and financial statements, presenting recommendations during quarterly meetings. • Oversee complex tax engagements and provide final review of significant filings and recommendations. • Advise clients on business structures, accounting processes, and financial performance. • Represent clients in matters involving the IRS and other tax authorities. • Lead and mentor tax professionals while supporting the growth of the tax department. Desired Experience • 15+ years of progressive tax planning and advisory experience. • Active CPA license required. • Extensive experience with high-net-worth individuals and complex business tax portfolios. • Strong knowledge of individual, estate, partnership, corporate, and S corporation taxation. • Proven leadership, client advisory, and mentoring experience. • Strong financial statement analysis and business advisory skills. • Advanced Excel skills and proficiency with Lacerte or comparable tax software. • Bachelor’s degree in Accounting, Finance, or a related field preferred. Compensation and Benefits • Compensation commensurate with experience • Performance-based bonus tied to billable hours and collections • 401(k), medical, dental, and PTO On-site position in Salt Lake City, Utah. JOB ID: 179216 #post Amy Resendiz