CPA / Tax Advisor

Company Overview: At Stone Legacy Capital, our firm is dedicated to helping our clients achieve their financial goals through tailored strategies, trusted advice, and exceptional service. We believe in building long-term relationships with our clients and are seeking an entrepreneurial CPA or experienced tax professional to join our firm in a 1099 contractor role with long-term equity upside potential. This is an opportunity to help build and lead the tax preparation and tax planning division within an established wealth management environment.We are looking for someone who wants more than seasonal returns and compliance work. The ideal candidate is passionate about proactive tax strategy, client relationships, business development, and creating long-term value alongside a financial planning and investment team.Key Responsibilities:Individual and business tax preparationAdvanced tax planning strategiesCollaboration with financial advisors on integrated client solutionsTax-efficient wealth planningEntity structure and small business consultingRetirement and income distribution tax strategiesBuilding scalable tax processes and client experience Qualifications:Holds an active CPA licenseBachelor's degree in Accounting, Finance, or a related fieldHas experience with individual and/or business tax returnsUnderstands proactive tax planning strategiesCommunicates well with high-net-worth individuals and business ownersIs entrepreneurial and growth-orientedWants to help build a long-term enterprise Values relationships, integrity, and client serviceExperience working with: Small business owners Real estate investors Retirement planning High-income professionals Multi-entity tax structuresCompensation & Benefits:1099 independent contractor structureRevenue-sharing and production-based compensationEquity participation opportunity for the right fitSignificant upside as the tax division growsHow to Apply:Interested candidates are encouraged to submit their resume and a cover letter outlining their qualifications and interest in the position to Sam@StoneLegacyCapital.com.We are looking for a long-term strategic partner who wants to grow with us.