Description

About Us

Alison Wealth Management and Prosperity Capital Advisors (one of the fastest-growing RIAs in the country), is seeking a skilled and motivated tax professional to join our team. We serve high-net-worth individuals, business owners, and families with a holistic approach that integrates financial planning, investment management, tax strategy, protection planning, and estate planning.

We currently prepare ~80 individual returns and ~10 business (S-Corp) returns annually, along with customized quarterly estimated tax analyses for clients with variable income. We’re looking for someone who wants to be hands-on today, serve as a tax resource for our advisors, and grow into a long-term career path within a dynamic and scaling national RIA.

The Opportunity

This is a hands-on role for an experienced tax preparer who also enjoys collaborating with financial advisors on tax planning. It’s not a pure “management” role — you will be directly preparing and reviewing returns, supported by an intern and client service associates. At the same time, you’ll have the opportunity to influence advisor strategies and potentially grow your career in one of two directions:

• Tax Leadership Path: Help build and scale Prosperity’s integrated tax platform nationally.
• Advisor Path: Learn the wealth management side of the business, with mentorship and training to become a financial advisor.

Key Responsibilities

• Prepare and review ~90 individual and ~10 business (S-Corp) tax returns annually.
• Prepare and review state tax return, mostly CA, SC and OH.
• Conduct customized quarterly estimated tax calculations for clients with variable income.
• Ensure compliance with federal and state tax regulations (California experience preferred).
• Support wealth advisors with tax planning strategies (Roth conversions, entity structuring, investment tax efficiency, etc.).
• Collaborate with the internal team (interns, associates, and advisors) to streamline processes and improve efficiency.
• Educate and mentor staff on tax concepts to strengthen firmwide knowledge.
• Contribute to the long-term vision of building an integrated national tax platform at Prosperity.

Why Join Us

• Immediate impact: Take ownership of Alison Wealth’s tax clients from day one.
• Advisor influence: Be the go-to tax planning resource across Prosperity Capital Advisors.
• Dual career path: Advance as a tax leader or transition into wealth management advisory.
• Growth opportunity: Be part of building a first-of-its-kind integrated tax platform inside a national RIA.
• Lifestyle: Work in beautiful Charleston, SC, with a collaborative, client-focused team.
• Recognition: Prosperity has been named one of USA Today’s Best Financial Advisory Firms and one of the fastest-growing RIAs in the country.

Compensation: Competitive base salary targeted in the $110,000 – $130,000 range, plus annual performance-based bonus potential (target ~$25,000), comprehensive benefits, and a 401k with 3% match.

If you’re an experienced tax professional looking to get out of the grind of traditional public accounting, and you want a career path that blends tax expertise with financial planning in a fast-growing RIA, we’d love to talk with you.

Requirements

• Experience preparing and reviewing individual and business tax returns (S-Corps strongly preferred).
• CPA or Enrolled Agent credential preferred but not required — strong hands-on experience will be considered.
• Solid understanding of tax planning and ability to communicate with advisors and clients.
• Entrepreneurial mindset with interest in either:
• Growing into a leadership role in tax as Prosperity scales, or
• Transitioning into a wealth management advisor role through training and mentorship.