Senior Tax Strategist (CPA)

About the company

Globalfy is an all-in-one platform to simplify doing business in the US: open manage and expand to the American market from anywhere.

We are a company that grew more than 500% in the last few years. Our business is #BORNTOBEGLOBAL and there are plenty of opportunities for you to grow and develop your career with us. Our team members are part of a successful story and they make a difference in the world.

Apply for this incredible opportunity to become a #Globalfire!

Why work at Globalfy

At Globalfy we embrace diversity and celebrate the unique cultures and backgrounds of our global team. Here youll find an inclusive and dynamic work environment with opportunities to learn grow and thrive with more than 60 talented colleagues from eight different countries.

We offer a thoughtful benefits package designed to support each team members well-being and professional journey while creating a workplace where everyone feels valued heard and empowered to contribute.

Our clients rely on us for effective high-quality solutions that help them confidently expand their businesses to the US. Our services include:

Business Formation

Bookkeeping Services

Tax Services

Virtual Address

About the position

We are seeking a highly strategic and technically strong Senior Tax Strategist (CPA) to elevate our tax function beyond compliance. This role is designed for a professional who not only prepares and reviews complex tax returns but also serves as a trusted technical authority guiding both clients and internal teams on sophisticated tax matters.

This professional will play a key role in shaping tax strategies supporting international clients (especially foreign-owned entities operating in the U.S.) and ensuring the highest standards of compliance and advisory.

Your main responsibilities

Strategic Tax Advisory

• Act as a senior technical reference on complex tax matters supporting decision-making across the business;
• Develop and recommend tax-efficient structures especially for foreign-owned U.S. entities;
• Perform tax projections and scenario modeling to guide client strategies.

Complex Tax Preparation & Review

• Prepare and review advanced federal and state tax returns for: Individuals C-Corps S-Corps partnerships trusts and estates;
• Ensure accuracy completeness and compliance across all filings.

International & Foreign-Owned Entities

• Advise on tax implications for non-U.S. residents and foreign-owned companies operating in the U.S;
• Handle filings such as: Form 5472 Form 1120 / 1120-F and others;
• Support tax structuring for cross-border operations.

Research & Compliance

• Conduct deep research on evolving tax legislation and complex topics (e.g. nexus SALT international taxation);
• Ensure compliance with federal state and local regulations.

Client Leadership

• Serve as a primary point of contact for key clients;
• Build long-term trust-based relationships.

Team Mentorship

• Provide guidance and mentorship to junior team members;
• Review work provide feedback and elevate overall team quality.

Process Improvement

• Identify and implement improvements in tax workflows systems and processes;
• Support scalability and efficiency of the tax function.

Minimum knowledge skills & abilities required

• Education: Bachelors degree in Accounting or Finance (Masters in Taxation is a plus)
• Certification: Active CPA license (mandatory)

Experience:

• 57 years in public accounting or tax advisory
• Strong experience with complex tax scenarios and client advisory

Technical Skills:

• Advanced experience with tax software (e.g. Drake or similar)
• Strong Excel skills (e.g. pivot tables VLOOKUPs)
• Experience with US GAAP-to-tax reconciliations

Core Competencies

• Strategic Thinking: Ability to go beyond compliance and influence tax positioning
• Technical Authority: Recognized as a go-to expert in complex tax matters
• Analytical Excellence: Strong attention to detail with complex datasets
• Communication: Ability to simplify complex tax concepts for clients and stakeholders
• Ownership & Autonomy: Operates independently with high accountability
• Deadline Management: Thrives in fast-paced high-demand environments

Youll stand out if you

• Have experience with foreign-owned U.S. entities international reporting (Formsetc.) state and local Tax (SALT) and R&D Tax Credits;
• Speak other languages such as Portuguese or Spanish.

What youll find here

• A true builders environment with autonomy and real ownership;
• Space to test ideas;
• A high-performing team and challenging meaningful projects;
• The opportunity to grow with the company and leave your mark;

Schedule

Mon - Fri 9:00 am - 5:00 pm (East-time)

The position is full-time which means that you must be available every working day between 9 am and 5 pm EST due to time-zone changing according to Daylight saving time in the United States.

Type of recruitment

Hybrid (Orlando FL)

Our selection process

We want you to have a smooth and transparent experience throughout your journey with Globalfy.

Heres what you can expect from our selection process:

Screening

Interview with HR

Interview with the Hiring Manager

Live assessment

Reference verification

Note: The selection process may vary depending on the position and can include additional stages if necessary.

Were looking forward to your application!