Employer Active
Not Disclosed
Salary Not Disclosed
1 Vacancy
About Us:
Our team collaborates with entrepreneurs and real estate investors to deliver the most powerful tax reduction strategies allowed by law and provide world-class concierge level client services. Together we will impact the lives and outcomes of our clients and deliver value through our innovative proactive approach. Take the pain out of compliance work and maximize the outcomes and experience for our clients.
Responsibilities Include:
Strategizing with Client & Team on Tax Planning Solutions
Projecting Tax Implications of Investment & Tax Strategies
Providing Year-Round Tax Planning Guidance
Coaching Clients on Tax Plan Implementation
Reviewing Staff-Level Tax Returns
Taking Ownership of Client Relationships, Preparation Status Tracking and Tax Completion
Do NOT Apply If You
Do Not Enjoy Overcoming Challenging Objectives
Prefer Doing Things Your Own Way
Are Uncomfortable Tracking Work Progress and Being Held Accountable for Responsibilities
Cannot Function in a Deadline Intensive Environment
Are Uncomfortable with New Strategies and Systems being Introduced Regularly
Do Apply if You
Appreciate the Freedom and Flexibility of a Remote Work Environment
Have a Growth Mindset
Value Integrity
Demonstrate Improvement from Feedback on Prior Work
Appreciate an Organized Environment with Refined Processes
Have an Appreciation for Deliberate, Disciplined Procedures
Full Time