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CPA – Tax & Wealth Planning Advisor

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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

90,000-120,000 per year