What are the responsibilities and job description for the Tax Professional/CPA position at CWM Financial?
Tax Professional / CPA – Wealth Management Firm (Troy/Saginaw, MI)
A growing, client-focused wealth management firm of Certified Financial Planner® professionals is seeking a skilled Tax Professional to support our rapidly expanding tax planning needs. We serve more than 600 households and specialize in proactive, forward looking tax strategy-not just annual returns.
About the Role
You’ll work closely with our senior partners to:
- Build and execute tax and estate planning strategies for individual clients
- Collaborate with Senior Partners on comprehensive financial plans
- Review and prepare personal income tax returns for our clients
- Consult with advisors throughout the year to identify opportunities before year-end rather than after the fact.
This position offers the opportunity to make a meaningful impact on clients’ financial well-being while working alongside experienced financial planning professionals.
Qualifications
- CPA or EA license required
- Bachelor’s degree in Accounting or a related field
- Experience preparing personal income tax returns
- Familiarity with financial planning or wealth management is a plus, but not required
Position Details
We’re open to a variety of arrangements, including:
- Full-time (W-2) or part-time/contract opportunities
- A strategic alliance with a solo practitioner specializing in personal income tax, offering mutual benefits to both firms and clients
Compensation & Flexibility
- Compensation is competitive, negotiable, and commensurate with experience and qualifications
- Flexible work environment — includes both in-office and remote work options
- Some virtual and in-person client meetings will be required
If you’re a tax professional who values collaboration, client relationships, and the opportunity to contribute to holistic financial planning, we’d love to hear from you.
Benefits:
- 401(k)
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person