Do you believe in Entrepreneurship? Are you a CPA who enjoys learning about new tax laws and implementing them to help your clients? If so, you might be the type of Tax Strategist we seek! In this role, you'll leverage your expertise to identify innovative tax strategies that minimize tax liabilities and maximize wealth for clients from the planning stage through implementation and documentation to the final tax returns of the clients.

• Identify and implement cutting-edge tax strategies for a diverse portfolio of clients.
• Stay ahead of the curve with continuous research on tax laws, regulations, and best practices.
• Provide expert tax planning and advisory services tailored to each client's unique needs.
• Collaborate with our financial advisors and wealth management team to deliver holistic solutions.
• Represent clients in tax audits and liaise with tax authorities as needed.
• Mentor fellow team members and foster a culture of continuous learning and innovation.

• A Certified Public Accountant (CPA) designation is a must. The license must be active, and it is ideal to have active licenses in multiple states.
• Minimum of 5 years of experience in tax strategy, planning, and compliance.
• Proven track record of developing and implementing successful tax strategies.
• Exceptional analytical skills and attention to detail.
• Strong communication skills with the ability to explain complex tax concepts clearly.
• Proficiency in tax software and technology-driven solutions.
• A proactive, problem-solving mindset with a passion for innovation.

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 5 years

Work Location: In person