Posted 08/20/2026
Job Number: 17491

Hybrid CPA / Enrolled Agent

Huntersville, North Carolina Hybrid

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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Job Description

Position Title: Hybrid CPA / Enrolled Agent

Salary Range: $85,000–$125,000 / Year BASE, DOE with additional performance bonus potential

Turn tax expertise into real, measurable impact for clients. We are seeking a Hybrid CPA or Enrolled Agent to lead tax planning and strategy within a growing registered investment advisory firm serving high-net-worth individuals and retirees. This role goes beyond preparing returns—you’ll work alongside financial advisors to uncover tax-saving opportunities, develop proactive strategies, prepare clients for future tax years, and help build a tax division designed to become an integral part of the firm’s wealth management offering. The ideal candidate is a sharp, client-facing tax professional who genuinely enjoys tax strategy, stays ahead of changing regulations, and can translate complex concepts into clear, actionable guidance for clients.

Responsibilities

  • Spearhead the firm’s tax division and provide proactive tax planning, strategy, and preparation services for high-net-worth clients
  • Develop tax-saving strategies that complement clients’ broader financial, retirement, and investment plans
  • Prepare and review approximately 120 individual tax returns annually while supporting ongoing planning for a broader client base
  • Partner closely with financial advisors and participate in client meetings to identify opportunities, answer tax-related questions and deliver highly personalized guidance
  • Conduct year-round tax planning, projections and preparation to position clients for the upcoming tax year
  • Stay current on evolving tax laws, strategies and planning opportunities and translate changes into practical recommendations for clients
  • Contribute to client education initiatives, including the opportunity to lead tax seminars and explain strategies that have helped clients reduce their tax burden

Requirements

  • Active CPA or Enrolled Agent credential
  • 3–5+ years of professional tax experience within an RIA, CPA firm, or similar client-focused tax environment
  • Demonstrated experience developing tax strategies designed to reduce clients’ tax liabilities, not solely preparing returns
  • Strong client-facing communication skills with the ability to explain complex tax concepts clearly and confidently
  • Advanced Excel capabilities, including formulas, pivot tables, and VLOOKUPs
  • Strong working knowledge of tax planning, preparation, and compliance with a commitment to continuously expanding technical expertise
  • Bachelor’s degree

Benefits

  • Annual individual performance bonus potential of up to $20,000
  • Hybrid work schedule following the initial training period, typically 3–4 days in the office and 1–2 days from home
  • Annual compensation reviews with opportunities for raises, profit sharing, and continued earnings growth
  • Significant career growth potential with the opportunity to expand the tax division and eventually build a team

If you’re a CPA or EA who wants to do more than prepare returns and you’re energized by finding smarter ways to help clients keep more of what they’ve earned, apply today.

#LI-SB1 #LI-KR1

Job ID: a0CUm00004roUC1MAM

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