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Independent Fiduciary Advisors

Join OUR TEAM

We are a professional organization always looking for highly qualified talent. If you see a position below that fits your experience, we would love to hear from you!


CPA, Tax Advisor*


About the Opportunity:

Guardian Tax & Guardian Wealth Strategies work seamlessly to deliver holistic investment, tax and estate planning services to high-net-worth clients. We are seeking a CPA to lead the tax practice. Work collaboratively with fiduciary investment advisors, financial planners and clients who genuinely appreciate your expertise and contributions for superior tax advice, strategies and outcomes.

Professional Qualifications:

  • CPA with 3 years experience
  • Experience filing individual, trust and small business tax returns
  • Experience with Drake and Quickbooks preferred

Primary Responsibilities:

  • Prepare individual, trust, and small business tax returns
  • Review and prepare tax analysis/projections
  • Identify, propose and execute tax strategies
  • Direct end-to-end tax season process for tax returns with advisors and support staff

Compensation:

$50,000 - $100,000 per year based upon experience. Bonus potential. Current book of business/clients can follow. Special considerations may be discussed.

Benefits:

  • Health insurance
  • Retirement plan
  • PTO & Flextime
  • Bonus potential

Interested?

To apply, please email resume and appropriate introductory information to admin@gwealth.com.

*Tax advisors with independent tax practices interested in exploring a business partnership encouraged to apply.