Heart Centered Tax Professional

Heart Centered Tax Professional

(Enrolled Agent or Certified Public Accountant)

Holistic Finance is a values driven Registered Investment Advisor serving individuals and families who want their financial lives aligned with their deepest values. We specialize in comprehensive financial planning for high net worth clients, including physicians, executives, and high income self employed professionals who care deeply about stewardship, integrity, and positive impact.

Our firm is growing quickly and is closely aligned with Student Loan Tutor, the largest federal student loan advising firm in the United States, allowing us to serve professionals with complex planning needs around income, taxes, debt optimization, and long term wealth strategy. This partnership keeps us busy with clients who need financial planning and gives our clients access to best in class student loan guidance alongside holistic financial and tax planning.

We are seeking:

A heart centered, technically excellent tax professional to join our team and help us deliver truly integrated financial planning. This role will be foundational to our ability to provide proactive tax reduction planning and in house tax services for clients who want a deeply coordinated advisory experience.

About the Role:

You will work closely with Holistic Finance advisors and clients to design and implement tax strategies that support long term financial well-being, values based investing, and conscious wealth stewardship. This role goes beyond tax preparation and focuses on thoughtful planning, clear communication, and collaboration across disciplines.

Core Responsibilities:

• Provide proactive tax reduction and tax planning strategies integrated into comprehensive financial plans.
• Prepare and or oversee preparation of individual and business tax returns for high income and high net worth clients.
• Collaborate with financial advisors on equity compensation, business ownership, self employment income, retirement planning, charitable strategies, and entity structuring.
• Serve as Holistic Finance’s in house tax professional for clients who prefer a fully integrated advisory relationship.
• Communicate complex tax concepts clearly, compassionately, and without unnecessary jargon.

Required Qualifications:

• Enrolled Agent or Certified Public Accountant designation.
• Strong experience working with high income individuals and self employed professionals.
• Deep understanding of United States federal tax law and planning strategies.
• Client facing experience with a high level of professionalism and care.

Preferred Qualifications:

• Series 65 license and CFP certification.
• Experience serving physicians, medical professionals, entrepreneurs, and closely held businesses.
• Familiarity with integrated financial planning and investment aware tax strategy,
• Prior experience working with values based, mission driven, or impact focused clients.

Who You Are:

• Technically rigorous and emotionally intelligent.
• Aligned with ethical, impact focused financial work.
• Comfortable collaborating across tax, investment, and planning disciplines.
• Grounded, trustworthy, and service oriented.
• Drawn to working with clients who care deeply about how their money affects the world.

Why Holistic Finance:

• Rapidly growing firm with strong momentum and long term vision.
• Thoughtful, engaged, high quality clients.
• Deep integration of financial planning, tax strategy, and student loan advising.
• Opportunity to help shape and grow an in house tax offering.
• Collaborative, respectful, and mission driven culture.
• Compensation and Structure.
• Competitive compensation of $70,000 to $120,000 based on experience and credentials.
• Flexible structure as independent contractor.
• Opportunity for long term growth as the firm expands.

If interested please send your resume. A background check will be conducted in the course of the hiring process.

Thank you for applying with Holistic Finance.

Work Travel Reimbursement.

English/Fluent