Confidence Wealth Managment

Role Description The CPA Tax Planner & Strategist is a senior, client-facing professional responsible for delivering proactive tax planning, integrated tax strategy, and tax compliance services to high-net-worth individuals, families, and business owners of the firm. This role partners closely with Wealth Advisors to incorporate tax considerations into holistic financial planning, investment strategy, retirement planning, and estate coordination. This position is designed for a CPA who thrives in a fiduciary, advice-first environment and who views tax planning as a strategic, year-round value driver—not solely a compliance function. Key Responsibilities - Tax Strategy & Planning - Develop and implement proactive, customized tax strategies for clients, including: - Tax-efficient investment and asset location strategies - Roth conversion analysis and multi-year tax projections - Capital gains and loss harvesting coordination - Charitable planning (DAFs, QCDs, gifting strategies) - Retirement income tax sequencing - Equity compensation and executive compensation planning - Business owner, pass-through entity, and multi-state tax planning - Conduct scenario modeling and tax impact analysis to support planning recommendations - Monitor tax law changes and assess client-specific implications - Client Advisory & Relationship Management - Serve as a primary tax advisor to assigned clients - Lead and participate in client meetings to explain tax strategies and recommendations in a clear, client-friendly manner - Collaborate with Wealth Advisors to align tax strategies with investment, financial, and estate planning objectives - Coordinate with external professionals (estate attorneys, external CPAs, trustees) as needed - Holistic Financial Planning Integration - Embed tax assumptions and strategies into financial planning software and client plans - Partner with advisory teams to ensure tax considerations are incorporated into: - Investment decisions - Retirement and distribution strategies - Estate and legacy planning - Ensure all recommendations align with fiduciary obligations and firm planning standards - Tax Preparation & Compliance - Prepare and/or review federal and state tax returns, including: - Individual (Form 1040) - Trust and estate (Form 1041) - Business returns (Forms 1120S, 1065, Schedule C) - Ensure accuracy, compliance, and documentation consistent with regulatory and professional standards - Oversee tax filing timelines, extensions, and client communications - Internal Leadership & Education - Act as an internal tax resource for advisors and planning teams - Educate advisors on tax-sensitive planning strategies and current tax developments - Assist in developing tax planning workflows, processes, and best practices - Contribute to firm thought leadership, including tax updates, planning memos, and client education materials Qualifications - Active CPA license in good standing - 5+ years of progressive tax experience (public accounting, wealth management, or family office) - Demonstrated expertise in individual, business, and trust taxation - Strong experience with tax planning beyond basic compliance - Excellent written and verbal communication skills - High ethical standards and commitment to fiduciary principles - Prior experience working with an RIA, family office, or wealth management firm (preferred) - Experience serving high-net-worth and ultra-high-net-worth clients (preferred) - CFP® designation or significant financial planning experience (preferred) - Familiarity with financial planning and tax planning software (preferred) - Leadership or mentoring experience (preferred) Benefits - Competitive base salary commensurate with experience - Performance-based bonus and/or incentive compensation - Comprehensive benefits package, including health insurance, retirement plan, and paid time off - Professional development and continuing education support - Potential for long-term growth, leadership opportunities, and participation in firm success Company Description Confidence Wealth Management is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The work is legacy-weighted: clients bring us decades of accumulated wealth and decisions that outlive them. The internal culture runs on seven explicit values, and every one of them is also a filter.

Role Description We are looking for a Team Coordinator who is sharp, articulate, and highly self-sufficient. This is not an entry-level admin role. Your skills should be strong enough that you can manage tasks, projects, and priorities independently, anticipate needs, and solve problems without hand-holding. You must be fluent in English, both written and verbal, and technologically savvy. Working hours are Pacific Standard Time. You must be on video during work hours, so a fast and reliable internet connection is required. We work in a virtual office environment, and real-time presence matters. - Manage daily tasks, priorities, and projects - Follow up on pending items and ensure nothing slips through the cracks - Inbox management and written communication - General coordination - Take ownership of ad-hoc tasks and projects as they arise - Provide updates - Start your cover letter with "Operation Ascend". Because this will signal attention to detail. - Proactively identify issues and resolve them before they become problems - Act as a trusted extension of our day-to-day operations IMPORTANT – Please don’t use AI in any step of the hiring process. We want to see you for who you are. We’d love to know how you think, write, and communicate as a professional. Please include your RESUME/CV, as well as a brief video introduction when applying. This will expedite the review process - in your favor. We don’t need long cover letters. Short, concise, and to the point is better. We expect excellence in everything we do. If you do not hold yourself to the same standards - or if you cannot handle blunt, straightforward feedback - this may not be the right role for you. Qualifications - Fluent in English, both written and verbal - Technologically savvy Requirements - Ability to manage tasks, projects, and priorities independently - Fast and reliable internet connection - Video presence during work hours

Role Description Confidence Wealth Management is seeking an experienced Financial Controller to take ownership of the firm’s financial operations and strengthen the financial discipline that supports our business. This role is for someone who is highly organized, accurate, discreet, and capable of managing financial processes in a direct, fast-moving, high-accountability environment. The right person will not simply complete finance tasks — they will own the financial operating rhythm, identify risks before they become problems, improve systems, and help leadership make better decisions. Clean financial operations are part of the firm’s trust infrastructure, and the following areas must be handled with precision, confidentiality, and urgency: - Payroll coordination, review, and oversight - Contractor payment management - Vendor payment administration - Bank transfers and payment approval support - Budget planning and forecasting - Monthly, quarterly, and annual financial reporting - Cash flow tracking, planning, and visibility - Expense management, categorization, and reconciliation - Accounts payable and accounts receivable oversight - Vendor and contractor financial administration - Financial controls and process improvements - Tax documentation and compliance coordination support - Preparation of financial summaries for leadership - Identification of financial risks, inefficiencies, and areas for improvement - Documentation of finance processes, controls, and recurring procedures Qualifications - Extensive experience as a Financial Controller, Finance Manager, Senior Accountant, or similar role - Strong understanding of payroll, contractor payments, transfers, budgeting, forecasting, and financial reporting - Experience managing or supporting remote teams, contractors, and international payments - Strong knowledge of accounting principles, reconciliations, and financial controls - Excellent attention to detail and accuracy - Ability to work independently and take ownership of finance operations - Strong Excel or Google Sheets skills - Clear, direct, professional communication - Strong judgment when handling sensitive financial information - High level of confidentiality, integrity, and reliability - Comfort working in a fast, results-first, high-accountability environment - Experience with accounting and finance tools such as QuickBooks, Xero, Payoneer, NetSuite, Gusto, Deel, Wise, Bill.com, or similar platforms Requirements - Proactive, reliable, and comfortable working with sensitive financial information - Detail-oriented without being slow - Comfortable with direct communication - Not just a bookkeeper; understands the broader financial picture Benefits - Opportunity to become deeply familiar with the business - Help maintain strong financial discipline as the firm grows - Long-term partnership potential

Role Description Protect and elevate the client experience by owning the operational backbone of the firm — accurate paperwork, clean data, timely follow-through, and seamless coordination — so advisors can focus on advice and clients feel taken care of at every step. Qualifications - Client service requests resolved completely, accurately, and on time — not just touched - Investment and insurance paperwork processed cleanly the first time - CRM data (Salesforce) accurate, current, and trustworthy across the firm - New account onboarding executed smoothly from documentation through funding - Underwriting and application processes moved forward proactively, never stalled - Advisors freed from operational drag so they can focus on client-facing work - Existing client relationships retained and serviced with care Requirements - Three or more years of experience in financial services, client service, or operations in a professional services environment - Strong Microsoft Office competency, especially Excel - Salesforce experience strongly preferred - Demonstrated ability to manage multi-step workflows from start to finish - Strong written and verbal communication - High attention to detail — not optional in this role - BA/BS preferred in Business, Marketing, Communications, Finance, or related field - Series 65 preferred. If not currently licensed, must be achieved within six months of hire. Additional licenses may be required over time. Benefits - Comprehensive package of benefits including paid time off - Medical/dental/vision insurance - 401(k) - $70,000 starting salary + bonus + long-term incentive and performance plans with tenure