Tax Strategist & Senior CPA

Position Summary

About Reno Tahoe Wealth Management

Reno Tahoe Wealth Management is an independent wealth management firm serving successful individuals, families, business owners, and executives throughout Northern Nevada and beyond. Our team is committed to delivering personalized advice through a collaborative, client-first approach grounded in integrity, transparency, education, and comprehensive planning. We work closely with our clients and their professional advisors to help them make confident decisions about their financial future. As our firm continues to grow, we are seeking an experienced CPA and tax strategist to become an integral member of our planning team. This individual will help clients navigate complex tax issues while partnering closely with advisors to deliver sophisticated wealth management solutions.

Position Summary

The Tax Strategist & Senior CPA will serve as the firm's internal tax expert, providing advanced tax planning and consulting services for high-net-worth individuals, business owners, executives, retirees, and multi-generational families. This is not a traditional tax-preparation role. While oversight of tax compliance may be involved, the primary focus will be proactive tax strategy, planning, and client consultation. The ideal candidate enjoys solving complex tax challenges, building trusted client relationships, and collaborating with financial advisors to create integrated wealth management strategies.

Key Responsibilities

Tax Strategy & Planning

• Develop sophisticated tax strategies for high-net-worth clients and families
• Analyze and recommend tax-efficient wealth transfer, estate, charitable giving, and legacy planning techniques
• Create tax-efficient retirement income and distribution strategies
• Evaluate Roth conversion opportunities and retirement account distribution planning
• Provide planning around stock compensation, executive benefits, deferred compensation, and concentrated stock positions
• Consult on business succession, business sales, liquidity events, and exit planning
• Identify opportunities to reduce current and future tax liabilities across a client's balance sheet

Tax Preparation

• Prepare and review complex individual, trust, partnership, and business tax returns for the firm's high-net-worth clientele, ensuring exceptional quality, compliance, and client service.
• Integrate tax preparation with comprehensive wealth planning by identifying andimplementing tax-saving strategies for business owners, executives, retirees, and multi-generational families throughout the year.

Client Consulting

• Participate in client meetings as a key member of the advisory team
• Explain complex tax concepts in a clear, understandable manner
• Develop long-term relationships with clients and serve as a trusted advisor
• Deliver customized tax planning recommendations and action plans
• Coordinate implementation with clients' attorneys, accountants, and other professionals

Tax Compliance Oversight

• Review complex individual, trust, business, and partnership tax returns
• Provide guidance regarding tax law changes and planning opportunities
• Support tax preparation efforts and ensure planning strategies are reflected in tax filings
• Maintain awareness of federal and state tax developments impacting clients

Advisor Collaboration

• Work closely with wealth advisors to integrate tax planning into comprehensive financial plans
• Assist in developing firm-wide tax planning processes and best practices
• Educate advisors and staff on tax-related planning opportunities
• Contribute to thought leadership, client education events, and planning initiatives

Compensation & Benefits

• Competitive base salary
• Performance-based bonus opportunity
• Retirement plan with employer contribution
• Health and wellness benefits
• Professional development and continuing education support
• Opportunity for long-term leadership and growth within a growing independent wealth management firm

Why Join Reno Tahoe Wealth Managemen t?

This is a unique opportunity to help build and shape the tax planning capabilities of a growing independent wealth management firm. You'll work alongside experienced advisors serving successful families, business owners, and executives while helping clients make better decisions through proactive, integrated tax planning. Our collaborative culture, commitment to client service, and focus on comprehensive planning create an environment where experienced professionals can make a meaningful impact.