Strategic Tax Planning Advisor CPA Required
Strategic Tax Planning Advisor CPA Required
Posted on :
02-04-2025
Employer Active
1 Vacancy
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Jobs by Experience
5years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
02-04-2025
Job Description
This is a remote position.
About Us:
At Engineered Advisory we empower highnetworth individuals business owners and highincome earners to take control of their financial future through proactive strategic tax planning. We specialize in advanced tax strategies including real estate and alternative investments entity structuring tax credits and comprehensive wealth planning.
Position Overview:
We are seeking a highly skilled and strategic Tax Planning Advisor with a CPA license to join our team. This individual will work directly with affluent clients to analyze tax returns uncover opportunities and design comprehensive tax strategies that reduce income taxes and grow longterm wealth. This is not your traditional compliance role this position is advisory and planningfocused requiring forwardthinking creativity and a deep understanding of sophisticated taxsaving vehicles.
Key Responsibilities:
Review and analyze individual and business tax returns to identify opportunities for tax savings.
Design and implement advanced tax strategies including but not limited to:
o Real estate investment tax strategies
o Alternative investments
o Legal entity structuring and optimization
o Tax credits and deductions (e.g. Augusta Rule hiring children business expenses home office deductions)
o Wealth planning strategies (e.g. charitable lead trusts irrevocable trusts grantor trusts etc.
Collaborate with clients and their advisors to create integrated tax and wealth planning roadmaps.
Stay current with tax laws IRS rulings and planning trends to deliver cuttingedge strategies.
Demonstrate proactive communication with clients ensuring regular touchpoints and updates.
Document planning recommendations and support implementation with precision and clarity.
What We Offer:
Competitive compensation and performance incentives
Flexible work environment (remote or hybrid options available)
Opportunity to work with an innovative forwardthinking team
Access to advanced training and continued education in tax and wealth strategies
Meaningful impact helping clients reduce taxes and grow generational wealth
Apply now to help clients optimize their tax positions defend their interests and build generational wealth.
Requirements
Qualifications:
Active CPA license (required).
Minimum of 5 years of experience in tax planning with a focus on strategic advisory (not just compliance).
Proven track record of working with highnetworth individuals business owners and/or real estate investors.
Strong understanding of passthrough entities real estate tax strategies and trust structures.
Demonstrated ability to think creatively and proactively to reduce income taxes and build client wealth.
Excellent interpersonal written and verbal communication skills.
Strong organizational skills and attention to detail.
Comfortable working independently and collaboratively in a fastpaced clientfocused environment.
Preferred Qualifications:
Experience with alternative investment structures and tax implications.
Familiarity with cost segregation opportunity zones conservation easements or other advanced tax strategies.
Financial planning or wealth management experience is a plus.
Benefits
Medical Dental vision Basic Life Disability and 401k
Qualifications: Active CPA license (required). Minimum of 5 years of experience in tax planning, with a focus on strategic advisory (not just compliance). Proven track record of working with high-net-worth individuals, business owners, and/or real estate investors. Strong understanding of pass-through entities, real estate tax strategies, and trust structures. Demonstrated ability to think creatively and proactively to reduce income taxes and build client wealth. Excellent interpersonal, written, and verbal communication skills. Strong organizational skills and attention to detail. Comfortable working independently and collaboratively in a fast-paced, client-focused environment. Preferred Qualifications: Experience with alternative investment structures and tax implications. Familiarity with cost segregation, opportunity zones, conservation easements, or other advanced tax strategies. Financial planning or wealth management experience is a plus.
Education
CPA
Employment Type
Full Time
Key Skills
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