Talent Spotlight
CPA-Level Tax Strategist
I’m currently working with several CPA-level tax strategists who want to partner with a growth-oriented RIA on a fractional basis.
This particular professional has unique specialty areas they focus on as well as unique niche experience.
SPECIALIZES IN:
- Integrating tax planning into wealth management frameworks
- Serving business owners and multi-generational families
- Succession and liquidity event planning
- Building scalable internal tax advisory functions
- Elevating firms from compliance-driven to strategy-driven
VALUE TO RIAS
Firms that integrate tax planning:
- Deepen client relationships
- Win higher-net-worth households
- Improve retention across generations
- Expand enterprise value
ROLES
This candidate has both technical tax depth and advisory maturity — capable of serving as:
- Fractional Tax Director
- Head of Tax Strategy
- Builder of an internal tax division
- Strategic partner to advisory teams
NICHE EXPERIENCE
- Niche experience with agricultural and land-based families adds additional depth for firms serving rural or family enterprise markets.
Discreet conversations are welcome. Please contact us to explore fit.
Contact
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