Tax Pro

Remote role Full-time Open position

Job Description:

Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects
Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences
Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies
Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda
Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections
Respond to client communications thoroughly and timely using dedicated channels
Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines
Draft and update deliverable documentation for client reference and review
Develop systems and processes for enhancing client experience

Requirements:

3-5 years of experience in tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
Bachelor’s degree in Accounting, Finance or a related field
Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred
Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.)
Knowledge of corporate and personal tax planning strategies

Benefits:

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