What are the responsibilities and job description for the Tax & Financial Planning Consultant position at INTEGRATED FINANCIAL STAFFING?
Tired of traditional tax compliance and looking to spend more time on proactive tax planning and client advisory work?
Our client, an established Tampa Bay wealth management and financial planning firm, is seeking an experienced tax and accounting professional to join its team.
This role offers the opportunity to move beyond return preparation and combine tax expertise with broader financial planning and advisory work. The successful candidate will work directly with clients on tax strategies, financial decisions, and long-term planning.
Key Responsibilities
- Prepare and review individual and business income tax returns
- Develop proactive tax-planning strategies
- Advise clients on tax implications of financial and business decisions
- Participate in client meetings and financial planning discussions
- Coordinate tax strategies with retirement, investment, estate, and other planning objectives
- Provide accounting support and review financial information as needed
Ideal Candidate
- 8-15 years of individual and business working tax experience in a CPA firm environment.
- Bachelor’s degree in Accounting, Finance, or a related field (Required)
- CPA preferred or demonstrated desire to obtain the designation
- Strong interest in expanding into financial planning and advisory work
- CFP, PFS, or similar credentials are a plus or candidates interested in obtaining.
The opportunity is particularly well suited for someone living in central or northern Hillsborough County, southern Pasco County, or northern/eastern Pinellas County, with the added benefit of no downtown Tampa commute.
Our client will also consider qualified candidates currently living outside the Tampa Bay area who are willing to relocate; however, relocation assistance is not available.
We are also recruiting for additional tax opportunities in the Orlando area.
Pay: $90,000.00 - $125,000.00 per year
Benefits:
- Health insurance
- Opportunities for advancement
- Paid time off
Application Question(s):
- Is your degree in Accounting or Finance . This is required.
Education:
- Bachelor's (Required)
Experience:
- tax planning: 5 years (Preferred)
- Personal and Business Tax preparation : 5 years (Required)
License/Certification:
- CPA (Preferred)
Work Location: In person
Salary : $90,000 - $125,000