<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Are you a CPA or EA who&#39;s ready to move beyond tax compliance and into a more strategic, relationship-driven career?</strong></p><p><br></p><p>This is a unique opportunity to leverage your tax expertise while expanding into <strong>financial planning and wealth management</strong>—without the stress of building a book of business or surviving another endless busy season.</p><p><br></p><p>&#128176; <strong>Great Base + Bonus</strong></p><p>&#128205; <strong>San Ramon </strong></p><p><br></p><p>Why this opportunity stands out</p><p><br></p><p>This role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You&#39;ll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time.</p><p><br></p><p><strong>No prospecting. No cold calling.</strong> The firm brings you the clients so you can focus on what you do best.</p><p><br></p><p>What you&#39;ll do</p><p>✔ Identify proactive tax planning opportunities by reviewing client tax returns</p><p>✔ Prepare tax projections and multi-year planning strategies</p><p>✔ Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies</p><p>✔ Participate in client meetings alongside advisors</p><p>✔ Build cash flow analyses and financial planning recommendations</p><p>✔ Collaborate with CPAs, EAs, and other client advisors</p>

<p>Who they&#39;re looking for</p><p><br></p><p>• Active <strong>CPA or EA</strong></p><p>• 5+ years of tax experience</p><p>• Strong individual tax preparation and review experience</p><p>• Passion for tax planning and financial planning</p><p>• Excellent communication skills and a client-first mindset</p><p><br></p><p><br></p><p>Why you&#39;ll love it</p><p>✅ Escape the busy-season lifestyle and enjoy year-round planning work</p><p>✅ No business development, prospecting, or cold calling</p><p>✅ Strong mentorship and a clearly defined career path into financial advising (if desired)</p><p>✅ Continuing education and licensing support</p><p>✅ Competitive bonus, excellent benefits, 401(k), and PTO</p><p>✅ Join a collaborative team that invests in your long-term success</p><p><br></p><p>If you&#39;ve been thinking about taking your tax career in a new direction while continuing to make a meaningful impact on clients&#39; financial lives, I&#39;d love to connect.</p>

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