Job Description

Position Overview

Epic Private Wealth is seeking a highly experienced and entrepreneurial Certified Public Accountant (CPA) to join our growing Richland office. This is a unique opportunity for a tax professional ready to lead —

The ideal candidate is a strategic thinker, exceptional communicator, and seasoned tax advisor who thrives in a client-facing role and is passionate about helping clients reduce their tax burden while building long-term wealth. You’ll work directly with business owners, high-net-worth individuals, and investors, delivering proactive tax planning, compliance, and advisory services.

Key Responsibilities

• Provide comprehensive tax planning and strategy for individuals, small businesses, and high-net-worth clients.
• Prepare and review complex tax returns (individual, partnership, corporate, fiduciary) with accuracy and insight.
• Analyze clients’ financials and identify opportunities for tax optimization, entity structuring, and retirement planning .
• Stay current on federal and state tax law changes and communicate key updates to clients and team members.
• Represent clients before the IRS and state agencies in audits or correspondence, as needed.
• Collaborate with financial advisors, investment strategists, and legal partners to create holistic financial strategies .
• Mentor junior tax professionals and support team development.
• Participate in firm growth initiatives, business development, and leadership discussions as a future partner .

Qualifications

• Active CPA license (Arizona or reciprocal state).
• Minimum 5 years of experience in tax preparation and strategic planning, preferably in a public accounting or advisory firm.
• Bachelor’s degree in accounting or related field; Master’s in Taxation (MST) or equivalent a plus.
• Deep understanding of individual, corporate, partnership, and trust taxation .
• Proven ability to advise clients on complex tax issues and planning opportunities.
• Proficient in tax software and accounting systems (e.g., TaxAct, ProConnect, QuickBooks, etc.).
• Excellent verbal and written communication skills; confident with client presentations.
• Self-motivated, entrepreneurial mindset , and team-oriented with a desire to lead and grow with the firm.

What We Offer

• Path to Partnership – Leadership and equity opportunity within an established firm.
• Competitive salary with performance-based incentives.
• Comprehensive benefits package including health, 401(k), and paid time off.
• Access to a broad client base of growing businesses and high-net-worth individuals.
• A supportive, values-driven culture focused on client excellence and professional growth .

About Epic Private Wealth

Epic Private Wealth is a boutique advisory firm offering high-end financial planning, investment management, and strategic tax services . With offices in Washington and Arizona, we provide white-glove service to successful individuals, entrepreneurs, and families who seek integrated, expert-level guidance to build and preserve their wealth. Our collaborative team includes CFP®s, investment professionals, tax professionals, tax advisors —all working together to deliver a seamless client experience.

Apply Today

• If you are a driven CPA looking for a leadership role with long-term partnership potential, we’d love to hear from you. Submit your resume and a brief cover letter outlining your experience and interest in joining Epic Private Wealth.

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