Director of Tax Planning

At Strategic Wealth Advisors Group, we believe that true wealth is built through clarity, foresight, and genuine partnership. Strategic Wealth Advisors Group (SWAG) is seeking an experienced CPA to build and lead our in-house tax and accounting department. This is a unique opportunity to combine tax planning, tax preparation, accounting, and financial strategy while partnering with a growing wealth management firm dedicated to helping clients retire with confidence.

The Tax Director will oversee all tax preparation and proactive tax planning while working closely with financial advisors to deliver comprehensive planning strategies. This leadership role is ideal for a CPA who enjoys building systems, advising clients, and creating long-term value beyond tax season. This is an opportunity to build and lead an in-house tax practice from the ground up.

• Partner with our financial planners to develop proactive tax strategies that align with clients' long-term financial goals.

• Prepare and review individual, trust, and business tax returns with accuracy and attention to detail.

• Provide year-round tax planning and consulting services, not just seasonal tax preparation.

• Educate clients on tax laws, planning opportunities, and strategies to improve their overall financial outcomes.

• Identify tax-saving opportunities and implement customized planning solutions.

• Research federal, state, and local tax issues and communicate recommendations clearly to clients and advisors.

• Serve as the firm's primary tax resource, collaborating with advisors on complex client situations.

• Develop processes and best practices as we continue to grow our tax services.

• Build strong, lasting relationships with clients through exceptional service and trusted advice.

• Stay current on tax law changes and communicate their impact to clients and internal team members.

• Active Certified Public Accountant (CPA) license required.

• Bachelor's degree in Accounting or related field (Master's in Taxation preferred).

• 5 years of tax experience in public accounting or a financial advisory environment.

• Strong knowledge of individual, business, and trust taxation.

• Experience providing tax planning in addition to tax compliance.

• Excellent communication and client relationship skills.

• Ability to collaborate effectively with financial advisors and other professionals.

• Entrepreneurial mindset with an interest in helping build and grow a tax practice.