Tax Planning, Advisory & Client Integration (Enrolled Agent Preferred)

Why This Role Exists We are a financial planning and wealth management firm expanding our in-house tax capabilities to better serve high-net-worth families and small business owners. Tax strategy is a core part of how we help clients make better decisions — not an afterthought or a seasonal service. How You’ll Fit Into Our Clients You’ll be an embedded tax planner within our advisory team. For existing clients, you’ll help transition tax preparation in-house, align filings with planning strategies, and reduce the friction clients often experience between advisors and tax preparers. For business owners and complex households, you’ll help identify opportunities earlier, communicate clearly, and ensure tax decisions support long-term goals. What You’ll Do

• Lead proactive tax planning for individuals and business owners
• Collaborate with financial advisors to integrate tax strategy into financial plans
• Identify planning opportunities related to income, entity structure, and owner compensation
• Participate in select client and prospect meetings to provide tax insight and credibility
• Help shape and expand our in-house tax and accounting services
• Prepare and file individual and business tax returns as part of an integrated planning process

What We’re Looking For

• Active Enrolled Agent credential
• Strong experience with individual and small business taxation
• Interest in proactive tax planning (not just compliance)
• Ability to explain tax concepts clearly to clients and advisors
• Collaborative, thoughtful, and comfortable working within a planning team

Work Structure

• Hybrid schedule: 2-3 days per week in our Cartersville office (open to fully remote for the right fit)
• Office closes at 2 pm on Fridays
• Predictable workload outside of peak periods
• Structured 12-month onboarding plan before your first tax season

Key Responsibilities

Tax Planning & Advisory

• Deliver proactive, year-round tax planning for individuals and small business owners
• Identify and communicate tax strategies related to income planning, retirement contributions, entity structure, owner compensation, and timing decisions
• Collaborate closely with financial advisors to integrate tax strategy into broader financial plans
• Participate in planning meetings for complex client situations as needed
• Prepare clear, concise tax planning summaries for clients and advisors

Individual & Business Tax Preparation

• Prepare and file individual income tax returns for firm clients
• Prepare and review business tax returns (S-corps, partnerships, and select C-corps)
• Manage extensions, estimates, and IRS/state correspondence
• Ensure accuracy, consistency, and alignment between tax filings and planning recommendations

Client Integration & Service Expansion

• Serve as an embedded tax resource for existing advisory clients
• Help transition clients from externally prepared returns to in-house tax services
• Support the rollout and refinement of new tax and accounting service offerings
• Collaborate with advisors to identify which clients are best suited for expanded tax services
• Improve client experience by reducing friction between planning and tax execution

Growth & Firm Development Support

• Support qualified prospect engagements by providing tax insight and credibility
• Contribute to structured tax diagnostics and planning reviews for prospective clients
• Help position the firm as a planning-led, tax-aware advisory practice
• Assist in developing repeatable tax workflows, planning frameworks, and internal best practices
• Play an active role in shaping the long-term vision of the firm’s tax platform

Qualifications

• Active Enrolled Agent credential (or relevant tax credentials required)
• Strong experience with individual and small business taxation
• Planning-oriented mindset with interest in proactive strategy (not just compliance)
• Ability to communicate tax concepts clearly to both clients and advisors
• Experience with Xero accounting software and modern tax prep software
• Collaborative, thoughtful, and comfortable working as part of a planning team

Why This Is Different

• Tax planning starts well before year-end
• Individual tax prep is integrated with financial planning
• Clear service scope, expectations, and guardrails
• Opportunity to help build and shape a growing in-house tax platform
• Long-term growth path as tax services scale

If you enjoy combining technical tax work with strategic thinking, collaboration, and meaningful client impact, this role offers the chance to help build something intentional — and to grow with it.

• Base: $80k–$110k (experience dependent)
• Bonus: Planning impact + growth support
• Full Employer Paid Health Insurance for Employee plus HSA Contributions
• 401k Match
• PTO and Paid Holidays

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