We are seeking an experienced and relationship-driven CPA and Certified Financial Planner™ (CFP®) professional to join a growing independent financial planning and wealth management practice. This senior-level role is ideal for a seasoned advisor with 15+ years of experience serving high-net-worth individuals, families, business owners, and retirees through comprehensive financial planning, tax preparation, and tax-focused wealth strategies. Experience working as an advisor with Vanguard and within an independent Registered Investment Advisor (RIA) environment is strongly preferred. Key Responsibilities Provide comprehensive financial planning, retirement planning, investment guidance, and tax-efficient wealth strategies Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses Deliver proactive tax planning strategies integrated with overall financial and investment plans Assume responsibility for...