Tax Strategist (Remote)
Tax Strategist (Remote)
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Job Description
POSITION: Tax Strategist
COMPANY: Melanin Money
REPORTING TO: Da-zha Jones Director of Planning
STATUS: FT Employee (W2)
COMPENSATION: $00/yr based on experience performance bonus
BENEFITS: Health and personal life insurance generous holiday allowance financial planning services flexible schedule remote
LOCATION: Remote 9AM-6PM ET 40-50 hrs/wk with flexibility during tax season; open to US residents (preference for applicants located in ET); ability to travel 3-5 times per year
START DATE: September 8 2025
APPLICATIONS ACCEPTED THROUGH: August 18 2025
ABOUT THE TAX STRATEGIST POSITION
At Melanin Money we are on a mission to close the Wealth Gap by $100 billion- by helping one hundred thousand people of color achieve their first $1 million in net worth. Through curriculum community and coaching we help people of color build wealth so that they can live the life they have always dreamed of.
We are excited to be searching for an experienced Tax Strategist who brings deep expertise forward-thinking solutions and a passion for helping entrepreneurs and professionals keep more of what they earn while building generational wealth. The candidate who joins us will develop sophisticated customized tax strategies for entrepreneurs business owners real estate investors and high-income W2 professionals.
While this role is not primarily client-facing it plays a critical role in supporting our financial advisors with expert tax guidance detailed written plans and clear recorded explanations of proposed strategies- enabling them to confidently present explain and implement tax plans in client meetings.
This is a remote full-time employee role (40-50 hours per week with some flexibility during tax season) open to US residents with a preference for applicants located in the Eastern Time Zone. Candidates must be available to travel 3-5 times per year and must have a minimum of 3 years of experience in advanced tax planning and strategy with a strong preference for experience focused on entrepreneurs and business-owners. While not required CPA or EA license is strongly preferred.
YOURE PERFECT FOR MELANIN MONEY IF...
- You have deep expertise across a range of tax domains including business taxation W2 income optimization real estate strategies retirement plans and alternative investments.
- You are confident in your knowledge but not rigid in your thinking. Youre always open to learning evolving and exploring new strategies to maximize client outcomes while equally comfortable challenging ideas that dont hold up to scrutiny or serve the clients best interests.
- You are naturally consultative actively listening and asking thoughtful follow-ups to uncover context and deliver better recommendations.
- You blend analytical thinking with practical execution ensuring your strategies are grounded in diligence accuracy and a deep understanding of the law.
- You have a strong internal compass balancing creativity with compliance. You push boundaries thoughtfully navigate tax law with precision to maximize outcomes and know how to say I wouldnt recommend this and heres why when a tactic doesnt serve the client or align with regulations.
- You value accountability and follow through on commitments; if something falls off track you communicate quickly and clearly so the team can stay aligned.
- You are a skilled communicator who distills complex tax law into clear digestible and actionable guidance-whether speaking to seasoned financial advisors or clients new to tax strategy.
- You believe tax strategy is about education and empowerment not just instruction. You explain the why behind your recommendations to build client trust and understanding.
- You thrive in an autonomous and evolving environment. Youre proactive organized and resourceful and maintain momentum across projects and deadlines without sacrificing accuracy or detail.
- You enjoy the behind-the-scenes strategy work that empowers others on your team to succeed and makes a significant impact on client outcomes while supporting the broader vision.
- You welcome feedback as a tool for growth in both your craft and communication.
- You lead with integrity and professionalism in your recommendations relationships and how you show up to your team and clients.
- You are genuinely excited to join a mission-driven firm working to close the wealth gap for people of color and help clients build generational wealth.
- You have previous experience with remote cross-functional teams (a plus).
- You are fluent with tax planning software CRMs and remote collaboration tools.
- You have 3 years of experience in advanced tax planning (required) ideally with a focus on entrepreneurs business owners or real estate investors.
- You hold an active CPA or EA license in good standing or bring equivalent experience and technical rigor.
RESPONSIBILITIES
Tax Planning Development
- Develop comprehensive personalized tax strategy plans tailored to a diverse range of client profiles including:
- Entrepreneurs and closely held business owners (e.g. S-Corps LLCs partnerships)
- High-income W2 employees with complex income and equity structures
- Real estate investors and alternative asset holders
- Clients with multi-entity business and/or investment portfolios
- Proactively identify opportunities for advanced tax planning including but not limited to:
- Strategic entity structuring and business optimization
- Qualified retirement plan design and funding strategies
- Real estate tax optimization
- Charitable giving strategies
- Legacy and generational wealth transfer planning
- Prepare client-facing tax plans using TaxPlanIQ including written planned summaries and recorded Loom video explanations with clear and actionable speaking points for advisors
- Ensure all plans and recommendations are fully documented in accordance with firm standards and compliance protocols
Tax Research Analysis
- Conduct in-depth tax analyses based on client financial data tax returns and entity structures shared by financial advisors
- Research complex and evolving tax laws IRS regulations court rulings and advanced planning concepts to inform strategy development
- Proactively monitor legislative and regulatory changes (e.g. new bills tax law proposals) and deliver internal briefs with clear summary of relevant provisions strategic implications for clients and actionable recommendations
Financial Advisor Support/Collaboration
- Collaborate directly with financial advisors to ensure tax strategies align with broader financial planning goals and client outcomes
- Prepare and deliver internal trainings (using Canva) to build advisor fluency and understanding of advanced tax strategies and planning concepts
- Serve as a subject matter expert and trusted partner to the advisory team- providing technical insights and planning recommendations while ensuring they feel supported well-equipped and confident when presenting tax strategies to clients
TOOLS YOULL USE
- Canva
- Google Sheets
- Hubspot
- Loom
- TaxPlanIQ
- RightCapital
- Slack
- Zoom
ABOUT THE FOUNDERS MELANIN MONEY
George Acheampong is a finance and entrepreneurship thought leader and Co-Founder of Melanin Money. With over a decade of experience as a financial advisor and wealth planner he is also the Founder and Managing Partner of Capitalwize LLC- a Financial Planning and Investment Management Firm.
Carter Cofield is a Certified Public Accountant (CPA) Personal Financial Specialist (PFS) and Co-Founder at Melanin Money. He is also the Lead Advisor at Cofield Advisors LLC and has devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.
Melanin Money is the #1 Brand for wealth builders of color creating a space curated exclusively to serve aspiring and current 1st Generation Melanin millionaires-helping them become legacy leavers for their families.
OUR CORE VALUES
- INNOVATION: We never settle for doing things the old way. We stay curious about how we can make things more seamless refined and world-class for our clients.
- COLLABORATION: We operate as a team. We provide support to one another. We help each other and express empathy.
- EXCELLENCE: We set the standard. We dont check the box and do anything status quo. We make it clear that we are the market leaders in all that we do.
- INTEGRITY: We do the right thing the right way. We dont take shortcuts because it only comes back to bite later on.
- ACCOUNTABILITY: We do what we say we are going to do when we say we are going to do it. When things dont go as planned we take ownership and fix it immediately instead of waiting and pointing blame.
>> APPLY by AUGUST 18 2025.
Melanin Money is an equal-opportunity employer. We are committed to creating an inclusive and diverse workplace where all employees are treated with respect and dignity. We provide equal employment opportunities to all individuals without regard to race color religion gender gender identity or expression sexual orientation national origin disability neurodiversity age veteran status military service political affiliation or any other characteristic protected by law. We encourage applicants of all backgrounds to apply. If you need assistance or accommodation due to a disability you may contact us at: This job description is not all-inclusive and certain activities duties or responsibilities may be required of the employee as needed.
Employment Type
Full-Time
