CPA (Tax Strategist & Financial Planner)

Company Overview

CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach.

Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.

At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we’d love to connect!

CPA (Tax Strategist & Financial Planner)

We’re seeking a CPA with several years of experience who’s ready to execute work in advanced tax planning. This is a unique opportunity to join a highly collaborative team where your input is valued, your ideas matter, and your work directly contributes to the long-term financial success of our clients. As a key member of our tax planning team, you’ll be responsible for preparing and reviewing tax returns, developing advanced tax strategies, and working closely with advisors and clients to deliver coordinated, forward-looking tax planning. This is not a siloed accounting role. If you’re a CPA who’s ready to think beyond the numbers and become a trusted advisor to exceptional clients, we’d love to hear from you.

Essential Duties & Responsibilities

• Prepare and review individual, trust, and business tax returns for high-net-worth clients

• Collaborate with wealth advisors on proactive tax strategies throughout the year— not just at tax time

• Research and implement advanced tax planning strategies including entity structuring, retirement planning, charitable strategies, and equity compensation planning.

• Be involved with the planning team, helping clients with business succession planning

• Participate in client meetings and strategy sessions

• Maintain a deep understanding of evolving tax laws and how they impact our clients

• Build meaningful relationships with clients and help educate them on tax-related topics in plain language

• Contribute to a team-first culture where collaboration, communication, and mutual respect drive success

Education & Experience

• CPA license required

• CFP® (or progress toward certification) strongly preferred

• Several years of tax experience, preferably with high-net-worth individuals and closely held businesses

• A proactive, growth-oriented mindset—you’re not just looking for a job, you’re looking to grow your career in the advisory space

• Strong technical knowledge in tax compliance and planning

• Ability to communicate complex tax strategies in a client-friendly, understandable way

• A collaborative spirit—you enjoy being part of a team and contributing to something bigger than yourself

• Interest or experience in financial planning and wealth management is a bonus

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.