Job Description
Full job description
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
We are looking for a Senior Tax Planning CPA who can step into a critical and evolving role. This position will collaborate closely with Wealth Advisors, estate planners, and other specialists to deliver proactive tax strategies, address complex client needs, and contribute to business development and retention efforts.
What To Expect
Design and implement sophisticated tax strategies for high-net-worth clients, including business owners, executives, and multi-generational families.
Partner with advisors on planning for trusts, charitable giving, stock options, real estate, and business succession.
Engage with prospective clients to identify tax opportunities and demonstrate our firm’s value proposition.
Provide technical leadership in a dynamic role with high visibility across the firm and external stakeholders.
Monitor tax law changes and provide guidance on implications for client portfolios.
Serve as a subject matter expert for internal teams and client presentations.
What You Need
CPA license required
10+ years of experience in tax planning, ideally in a wealth management, family office, or public accounting environment.
Proven track record advising high-net-worth clients with complex tax situations.
Strong communication and business development skills; ability to engage both clients and prospects effectively.
Comfortable operating in a role with evolving responsibilities and a high degree of autonomy.
Preferred Education and Experience
MST or equivalent advanced tax degree preferred.
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, ****** orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
Starting annual base salary between $130,000 - $165,000.
Variable compensation potential (Bonus and/or commissions)
Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
We are looking for a Senior Tax Planning CPA who can step into a critical and evolving role. This position will collaborate closely with Wealth Advisors, estate planners, and other specialists to deliver proactive tax strategies, address complex client needs, and contribute to business development and retention efforts.
What To Expect
Design and implement sophisticated tax strategies for high-net-worth clients, including business owners, executives, and multi-generational families.
Partner with advisors on planning for trusts, charitable giving, stock options, real estate, and business succession.
Engage with prospective clients to identify tax opportunities and demonstrate our firm’s value proposition.
Provide technical leadership in a dynamic role with high visibility across the firm and external stakeholders.
Monitor tax law changes and provide guidance on implications for client portfolios.
Serve as a subject matter expert for internal teams and client presentations.
What You Need
CPA license required
10+ years of experience in tax planning, ideally in a wealth management, family office, or public accounting environment.
Proven track record advising high-net-worth clients with complex tax situations.
Strong communication and business development skills; ability to engage both clients and prospects effectively.
Comfortable operating in a role with evolving responsibilities and a high degree of autonomy.
Preferred Education and Experience
MST or equivalent advanced tax degree preferred.
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, ****** orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
Starting annual base salary between $130,000 - $165,000.
Variable compensation potential (Bonus and/or commissions)
Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
💡 Quick Summary
Seeking a career-building opportunity? The Sr. Tax Planner position is now open for candidates interested in the Accountant Jobs sector. This role in San Rafael offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
