Tax Advisor (Wealth Management)

We are partnering with a growing, highly respected wealth management firm in Greenville, SC that is looking to add a Tax Advisor to its team. This is a unique opportunity for a CPA who enjoys the strategic and relationship-driven side of tax to use their expertise beyond traditional tax compliance.

Working alongside wealth advisors and financial planning professionals, the Tax Advisor will serve as an in-house tax resource, helping high-net-worth clients understand how tax considerations impact their broader financial picture. Rather than focusing primarily on tax return preparation, this role is centered around proactive tax planning, identifying opportunities, modeling strategies, and translating complex tax concepts into actionable recommendations.

For a tax professional who enjoys solving problems, working directly with clients, and being proactive rather than simply looking backward at the prior tax year, this is an opportunity to build a career at the intersection of tax and wealth management.

Essential Duties & Functions

• Review client tax returns to identify planning opportunities, potential concerns, and strategies that can support broader financial goals.
• Participate in client meetings and clearly communicate complex tax concepts and planning considerations.
• Develop tax planning analyses related to Roth conversions, tax-loss harvesting, investment gains and income, tax efficiency, and other financial planning strategies.
• Partner closely with wealth advisors and financial planning professionals to incorporate tax considerations into comprehensive client strategies.
• Coordinate with clients' outside CPAs and tax professionals to ensure alignment between tax planning and the client's overall financial plan.
• Research tax topics, legislative changes, and planning opportunities that may impact clients.
• Serve as an internal tax resource and help educate wealth advisors and planning professionals on relevant tax topics and changes.
• Communicate with the IRS, state agencies, and other organizations to gather information and resolve client-related questions.
• Help manage tax-related planning workflows and ensure client needs and follow-up items are completed accurately and efficiently.
• Contribute to additional planning initiatives and special projects as the firm and its client needs continue to evolve.

Qualifications

• Active CPA license required.
• Bachelor's degree required.
• 5 years of experience within tax, accounting, finance, banking, wealth management, or a related field.
• Strong working knowledge of individual taxation and the ability to review and interpret tax returns.
• Tax return preparation experience is helpful, but this is not primarily a tax compliance or return preparation role.
• Ability to translate technical tax concepts into clear, practical guidance for clients and colleagues.
• Strong client-facing communication skills and a genuine interest in building relationships.
• Curious, analytical mindset with an interest in proactive tax and financial planning.
• Highly organized with the ability to manage multiple client needs and priorities in a fast-paced environment.
• Collaborative approach and an interest in working as part of a multidisciplinary wealth management team.

Why This Opportunity?

• Move beyond traditional tax compliance and apply your expertise to proactive financial and wealth planning.
• Work directly with clients and help shape decisions before they happen rather than simply reporting on them afterward.
• Collaborate with experienced wealth management professionals across investment, financial planning, and tax disciplines.
• Join a relationship-driven firm where tax expertise is an important part of the overall client strategy.
• Build broader exposure to wealth management while continuing to leverage the CPA and tax expertise you've already developed.