Tax Strategist (EA or CPA License Required) - Remote

Overview

We are seeking an experienced Tax Strategist to provide proactive tax planning and advisory services to our clients, ensuring they can grow through smart financial strategies.

In Short

• Fully remote position.
• Requires EA or CPA license.
• 3+ years of tax strategy or advisory experience.
• Excellent communication skills required.
• Lead client relationships with year-round tax-saving strategies.
• Analyze tax returns and financial data for opportunities.
• Implement tax strategies for various client needs.
• Stay updated on tax law changes.
• Collaborate with the accounting team for full-service support.
• Help onboard new clients and ensure their satisfaction.

Requirements

• EA or CPA license required.
• Minimum 3 years in tax strategy or advisory.
• Strong organizational skills.
• Familiarity with tax planning software or strong Excel skills.
• Ability to communicate complex advice clearly.

Benefits

• 401(k) with matching.
• Health, dental, and vision insurance.
• Paid time off.
• Professional development assistance.
• Bonus opportunities.