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Now Hiring:
Senior Advanced
Planner
We’re looking for a strategic tax mind ready to own complex planning work inside a fast-scaling RIA.
This role is the engine room of our advanced planning process — where creativity become strategies.
You’ll partner directly with firm leadership to design the systems, tax strategies, and entity frameworks that drive the next phase of Avid’s growth.
About the Role
Avid Wealth Partners is seeking a Senior Advanced Planner to strengthen our firm’s strategic planning depth for business owners and high-net-worth clients.
You’ll build, model, and implement advanced tax, entity, and wealth strategies in collaboration with firm leadership — taking high-level concepts and turning them into detailed, actionable deliverables that drive measurable outcomes.
This position is ideal for an experienced CPA, EA, or advanced planner who wants to step out of the reactive tax cycle and into proactive strategy design.
If you thrive on problem-solving, structure-building, and real-world impact, this is your seat.
Key Responsibilities:
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Design and implement advanced tax and entity strategies for business-owner and high-net-worth client cases
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Analyze tax returns, business financials, and entity diagrams to identify planning opportunities and inefficiencies
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Develop and maintain firmwide frameworks for business succession, liquidity, compensation, and estate planning
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Collaborate with advisors, CPAs, and attorneys to ensure coordinated and compliant execution
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Manage delegated advanced planning initiatives including entity restructuring, business sale readiness, and investment tax planning reviews
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Maintain and expand Avid’s internal advanced planning library, including strategy templates, client memos, and training guides
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Monitor evolving tax law, planning techniques, and IRS guidance to ensure Avid remains at the forefront of advanced strategy
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Integrate advanced insurance and wealth-transfer strategies when appropriate for protection, liquidity, and tax leverage
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Conduct tax transition planning for investments, including gain realization, entity alignment, and asset location optimization
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Model stock option, equity, or deferred compensation strategies where applicable in business-owner structures
Why This Role Matters
Avid’s Advanced Planning department is the technical foundation that powers our growth.
Every sophisticated client strategy — entity design, tax optimization, business transition — starts here.
You’ll be building the infrastructure that allows us to deliver higher value to every client, faster and with precision.
What We're Looking For
Qualifications:
✅ CPA or Enrolled Agent preferred (active license required)
✅ CFP® or additional advanced planning designation a plus
✅ Minimum 7 years of experience in tax strategy, business-owner planning, or high-net-worth case design
✅ Advanced understanding of entity structures, tax law, and integrated planning for closely held businesses
✅ Strong analytical, modeling, and written communication skills
✅ Highly organized, detail-oriented, and capable of managing multiple concurrent projects
✅ Bonus: experience in advanced insurance design or estate planning
✅ Are able to become IAR registered (qualifying designation or Series 65)
✅ Can pass a full background check (required)
Compensation & Details
Compensation: Competitive salary commensurate with experience
Status: Full-time, salaried
Location: San Antonio, TX (on-site)
Start Date: ASAP
Perks: Full benefits package including health insurance, retirement plan, paid time off, and continuing education support
Our Core Values
🔥
Relentless Growth
Stagnation is failure.
We challenge ourselves to improve daily — personally, professionally, and as a firm. Complacency has no seat at this table.
🤝
Trust Through Action
If we say it, we do it.
Our credibility is built on execution. We follow through, own our word, and deliver what we promise.
⚡
Make It Happen
Take action, adapt fast, solve what others wont.
No excuses. We figure it out, move fast, and handle challenges others avoid. We’re here to make progress, not noise.
💯
All In,
All Together
We commit and win as one.
We’ve got each other’s backs. Every win is shared, every challenge is faced together, and every client benefits from the full force of our team.
These are the principles that guide how we show up for our clients, our team, and our mission.
How to Apply
📬 Apply by sending your resume to: careers@avidwp.com
Avid Wealth Partners is a fast-growing, independent wealth firm based in San Antonio, TX. Serving successful entrepreneurs, physicians, and business leaders across the nation with integrated planning and wealth management.
Learn more at www.avidwp.com