Demo

Tax Strategist

Prudent Tax Pros
Orlando, FL Full Time
POSTED ON 4/25/2025
AVAILABLE BEFORE 6/24/2025

Overview
We are seeking a knowledgeable, entrepreneurial-minded, and detail-oriented Tax Strategist to join our dynamic team. The ideal candidate will possess a strong understanding of tax regulations and financial principles, enabling them to provide strategic advice and solutions to our clients. This role requires a proactive approach to acquiring new clients, analyzing financial data, preparing tax documents, and ensuring compliance with all relevant laws.

Duties

  • Prospect for new clients.
  • Develop and implement tax strategies that align with clients' financial goals.
  • Prepare and review tax returns for individuals and businesses, ensuring accuracy and compliance.
  • Conduct thorough financial statement preparation and analysis to identify potential tax savings.
  • Perform financial auditing to ensure adherence to regulations and standards.
  • Analyze complex financial data to provide insights and recommendations for tax planning.
  • Manage account reconciliation processes, ensuring all transactions are accurately recorded.
  • Collaborate with clients to understand their financial needs and provide tailored solutions.
  • Prepare comprehensive financial reports, interpreting results for clients in an understandable manner.
  • Stay updated on changes in tax laws and regulations, advising clients accordingly.

Experience

  • Must be an Enrolled Agent or CPA
  • Proven experience in tax preparation, accounting, or financial services is essential.
  • Proficiency in accounting software is required for efficient data management and reporting.
  • Strong financial acumen with the ability to interpret complex financial reports effectively.
  • Experience in financial report writing is preferred, showcasing the ability to communicate findings clearly.
  • Familiarity with account reconciliation processes is advantageous.
  • A background in financial auditing will be considered a plus.

This is a sales position with no base salary, 100% commission and unlimited earnings potential. We invite qualified candidates who are passionate about tax strategy and committed to delivering exceptional client service to apply for this exciting opportunity.

Job Types: Full-time, Contract

Pay: $50,000.00 - $150,000.00 per year

Benefits:

  • Flexible schedule
  • Work from home

Schedule:

  • Day shift
  • Monday to Friday
  • Weekends as needed

Language:

  • English (Required)

License/Certification:

  • Enrolled Agent (Required)

Shift availability:

  • Day Shift (Required)
  • Night Shift (Preferred)

Ability to Commute:

  • Orlando, FL 32801 (Required)

Ability to Relocate:

  • Orlando, FL 32801: Relocate before starting work (Required)

Work Location: Hybrid remote in Orlando, FL 32801

Salary : $50,000 - $150,000

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