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Senior Tax Accountant

HCM Wealth Advisors is a successful Wealth Management Firm seeking a dedicated individual to lead its Tax and Accounting Team. 

HCM Wealth Advisors is a 100% employee-owned, growing, multi-generational firm. Tax and accounting professionals who appreciate the value of integrating tax planning into life-long wealth plans and helping to lead the growth of the firm will find this to be an excellent opportunity. 

A successful candidate will be interested in leadership and partnership.

Candidates must have obtained their CPA or JD/LLM in Taxation and have substantial Public Accounting experience.

Responsibilities

Lead Tax Planning for High-Net-Worth Individuals

  • Multi-year tax planning
  • Sustainable withdrawal consulting
  • Tax efficient portfolio construction

Business Leadership and Firm Growth

  • Manage staff, workflows, and client relationships
  • Recruit, train, and mentor new team members
  • Develop new client relationships

Client-Facing Activities

  • Lead client tax planning meetings
  • Meet with client advisors (attorneys/insurance agents/accountants) as part of the HCM planning team to bring forward-looking tax perspectives to financial decisions

Compliance and Team Management

  • Participate in preparation and review of individual, business, and trust tax returns and financial statements
  • Provide technical support and supervision for tax preparers and accountants

Communication

  • Assist HCM’s Advisors in providing tax planning ideas and updates to Client.

Education and Experience Requirements

  • CPA designation or JD/LLM in Taxation
  • Tax preparation and review experience
  • Accounting experience
  • MS in Tax or Accounting a plus
  • CFP or CPA/PFS a plus

Learn More and Apply

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