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    As our CPA – Tax & Wealth Planning Advisor, you’ll serve as a key tax resource within our wealth management team, helping clients with both ongoing tax compliance and proactive, multi-year planning.

    Your responsibilities will include:

    Develop proactive tax strategies for high-net-worth individuals, families, retirees, and business owners
    Prepare and review individual and business tax returns
    Build multi-year tax projections and evaluate planning alternatives
    Identify Roth conversion and retirement distribution opportunities
    Evaluate capital gains, charitable giving, and investment-related tax strategies
    Advise business owners on entity structure, reasonable compensation, QBI, retirement plans, and other tax-planning opportunities
    Coordinate tax planning with retirement, investment, insurance, and estate-planning strategies
    Participate in client meetings alongside our wealth advisors
    Explain complex tax concepts to clients in clear, practical terms
    Monitor tax-law changes and identify planning opportunities for our clients
    Coordinate with clients’ attorneys and other outside professionals when appropriate

    Why Magnolia Wealth:
    At Magnolia Wealth, tax planning isn’t an add-on. It’s an important part of how we advise our clients.

    You’ll work alongside our wealth advisors and have the opportunity to see the client’s complete financial picture—not just their tax return.

    Schedule: Monday–Friday, 8:00 AM–4:00 PM or 9:00 AM–5:00 PM

    This is an in-office, client-facing position. You’ll work directly alongside our wealth management team and participate in client planning meetings.

    Required Qualifications:

    Active CPA license
    3+ years of relevant tax experience
    Strong knowledge of individual federal income taxation
    Experience preparing and/or reviewing individual tax returns
    Working knowledge of pass-through entities and small-business taxation
    Strong analytical and problem-solving skills
    Excellent communication skills and confidence working directly with clients
    Genuine interest in proactive tax planning and wealth management
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    You may request more information and if desired copy and paste in your resume below.
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