CPA - Certified Public Accountant
Company: The Provider Finder
Location: Charleston
Posted on: February 14, 2026
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Job Description:
Job Description Job Description About Us: We are a family office
dedicated to managing the financial affairs of high-net-worth
families. Our mission is to provide comprehensive wealth management
services, including investment management, estate planning, and tax
strategy, to ensure the long-term financial health and legacy of
our clients. Job Description: We are seeking a highly skilled and
experienced Tax Strategist to join our team. The ideal candidate
will have a deep understanding of tax laws and regulations, with a
proven track record of developing and implementing tax strategies
for high-net-worth individuals and families. This role requires a
strategic thinker who can provide innovative solutions to complex
tax issues. Key Responsibilities: Develop and implement tax
strategies to minimize tax liabilities for clients. Provide expert
advice on tax planning, compliance, and reporting. Conduct thorough
tax research and stay updated on changes in tax laws and
regulations. Collaborate with other financial advisors and legal
professionals to ensure comprehensive wealth management. Prepare
and review complex tax returns for individuals, trusts, and
estates. Represent clients in tax audits and disputes. Identify
opportunities for tax savings and recommend appropriate actions.
Maintain confidentiality and build strong relationships with
clients. Qualifications: Bachelor’s degree in Accounting, Finance,
or related field; CPA or JD preferred. Minimum of 2 years of
experience in tax planning and compliance, preferably in a family
office or similar environment. In-depth knowledge of federal,
state, and local tax laws and regulations. Strong analytical and
problem-solving skills. Real estate tax strategy experience
Excellent communication and interpersonal skills. Ability to work
independently and as part of a team. High level of integrity and
professionalism. Benefits: Competitive salary and performance-based
bonuses. Collaborative and supportive work environment. How to
Apply: Interested candidates should submit their resume and a cover
letter detailing their qualifications and experience to: Ben Dollar
ben@theproviderfinder.com (843)408-4667
Keywords: The Provider Finder, Charleston , CPA - Certified Public Accountant, Accounting, Auditing , Charleston, South Carolina
