Heart Centered Tax Professional

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

This role creates positive change by helping clients align their financial lives with their deepest values through values-based investing and conscious wealth stewardship, supporting long-term financial well-being.

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

Compensation and benefits:

• 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
• Collaborative, respectful, and mission driven culture
• 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

Holistic Finance is a values-driven Registered Investment Advisor serving individuals and families who want their financial lives aligned with their deepest values, specializing in comprehensive financial planning for high net worth clients who care about stewardship, integrity, and positive impact.