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You will be updated with latest job alerts via emailJob Title: Tax Strategist / Tax Consultant
Location: Remote Open to candidates across the United States
Employment Type: Full-time Permanent
We are seeking a highly skilled and proactive Tax Strategist / Tax Consultant to join our growing team. This is a dynamic client-facing advisory role focused on developing and implementing forward-thinking tax strategies for entrepreneurial small business clients. The ideal candidate is experienced analytical and passionate about helping clients achieve their financial goals through tax optimization.
Key ResponsibilitiesDesign and implement customized tax strategies that align with clients personal and business objectives
Advise clients on tax-efficient structuring deductions credits and overall planning
Translate complex tax regulations into clear actionable guidance for clients
Lead clients through the full lifecycle of tax planning including strategy implementation and compliance
Collaborate with internal teams financial advisors and external vendors to support client needs
Monitor tax law changes and industry developments to ensure compliance and optimization
Represent clients during audits and communicate directly with tax authorities as needed
Mentor and support colleagues fostering a collaborative and growth-oriented team environment
Active CPA license or IRS Enrolled Agent (EA) designation
Minimum of 5 years of experience in tax strategy planning and compliance
Demonstrated success in advising small business clients on effective tax planning
Experience working with entrepreneurial and owner-operated businesses
Strong analytical skills and deep understanding of U.S. tax regulations
Comfortable navigating non-standard or incomplete financial documentation
Excellent written and verbal communication skills with a client-first approach
Proficiency with tax software and cloud-based accounting platforms
Ability to self-manage and thrive in a remote work environment
Solutions-oriented independent and proactive mindset
Industry experience working with clients in law real estate consulting or other professional services
Managerial or supervisory experience within a CPA firm or tax advisory environment
Background in training or mentoring junior staff or cross-functional team members
Experience representing clients in audits or before tax authorities
Full-time