Senior Tax Professional / CPA

Private Wealth Tax Group | Salt Lake City, Utah | In-Office

About Our Firm

Private Wealth Tax Group serves business owners, entrepreneurs, and high-net-worth individuals and families through tax preparation, proactive planning, and ongoing advisory services.

We work alongside Private Wealth Law Group and Private Wealth Insurance Group to help clients coordinate their tax strategies, business decisions, and long-term wealth planning.

About the Role

We are seeking an experienced tax professional, preferably a CPA, with extensive experience in tax preparation and advisory services.

The ideal candidate can independently manage complex tax engagements, identify planning opportunities, and provide clear, practical recommendations. This person should enjoy working directly with clients, understanding their broader financial circumstances, and building long-term relationships.

We are looking for someone who can take ownership of client work from information gathering through preparation, review, delivery, and follow-through.

Responsibilities

Tax Preparation & Review

• Prepare and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Manage engagements involving closely held businesses, multiple entities, investment activities, rental real estate, and multistate tax considerations.
• Review financial statements, supporting schedules, and prior-year returns for accuracy and completeness.
• Identify and resolve tax issues, missing information, and inconsistencies.
• Coordinate with clients and bookkeeping professionals to obtain accurate, timely financial information.
• Manage filing deadlines, extensions, estimated tax calculations, and related deliverables.

Tax Planning & Advisory

• Develop proactive tax strategies tailored to clients’ businesses, income, assets, and long-term goals.
• Prepare tax projections and lead planning discussions throughout the year.
• Evaluate the tax implications of entity structures, compensation arrangements, business transactions, and ownership changes.
• Identify planning opportunities involving retirement contributions, charitable giving, real estate, and other relevant areas.
• Research complex tax questions and communicate conclusions clearly.
• Collaborate with attorneys and other advisors to evaluate and implement recommendations.
• Document planning recommendations and follow through on agreed-upon actions.

Client Relationships & Communication

• Serve as a primary tax contact for assigned clients.
• Explain tax returns, projections, and recommendations in understandable, practical terms.
• Lead client meetings with preparation, confidence, and professionalism.
• Communicate proactively about deadlines, outstanding information, tax obligations, and next steps.
• Support clients in responding to tax notices and resolving related issues.

Technical Leadership & Team Collaboration

• Review work prepared by other team members and provide constructive guidance.
• Serve as a technical resource on complex tax preparation and planning matters.
• Stay current on tax developments and assess their impact on clients.
• Help improve preparation, review, documentation, and client communication processes.
• Collaborate with our affiliated legal and insurance teams to provide a coordinated client experience.
• Extensive recent experience preparing and reviewing complex individual and business tax returns.
• Substantial experience providing proactive tax planning and advisory services.
• Strong knowledge of federal and state taxation, including pass-through entities and closely held businesses.
• Demonstrated ability to independently manage complex engagements and competing deadlines.
• Experience serving business owners and high-net-worth individuals and families.
• Strong tax research, analytical, and problem-solving skills.
• Ability to translate technical tax concepts into clear, actionable advice.
• Excellent organization, attention to detail, responsiveness, and follow-through.
• A commitment to accuracy, confidentiality, professionalism, and client service.
• An active CPA license is strongly preferred. Experience with CCH Axcess and TaxDome is also preferred.

Performance Expectations

• Deliver accurate, complete work within established deadlines.
• Identify planning opportunities and bring thoughtful recommendations to clients.
• Take ownership of engagements and follow through on outstanding items.
• Maintain clear documentation and timely, accurate time entries.
• Keep clients and colleagues informed throughout each engagement.
• Support consistent technical quality through careful preparation, review, and collaboration.
• Why Join Private Wealth Tax Group?
• Work directly with business owners and high-net-worth clients on meaningful tax matters.
• Provide year-round advisory services and develop lasting client relationships.
• Collaborate with legal and insurance professionals on interconnected planning needs.
• Apply your expertise while helping shape a growing tax and advisory practice.
• Contribute to the development of our team, processes, and client experience.

Compensation & Benefits

Competitive compensation based on experience and qualifications.

Our benefits package includes

Medical, dental, and vision insurance

401(k)

Paid time off and paid holidays

Work Environment

This is an in-office position in Salt Lake City, Utah. We value collaboration, accountability, responsive client service, and professionals who take pride in thorough, thoughtful work.