RETS Pod Tax Strategist (Fully Remote – U.S.)

Wertz & Associates
  • Colorado Springs, Colorado
  • Remote
  • $130,000–$150,000 Per Year
  • Autofill and Review
30+ days ago

Job Description

OPEN POSITION RETS Pod Tax Strategist (Fully Remote – U.S.) Salary: $130,000 – $150,000 Location: Fully Remote (U.S.-based) Type: Full-Time High-impact, client-facing strategy role About the OpportunityWe're partnered with a modern, forward-thinking CPA firm building out a specialized Real Estate Tax (RETS) Pod — focused entirely on real estate investors, advanced tax strategy, and high-level client advisory work.This is not a compliance-heavy role.This is a strategy-first position for someone who thrives in client conversations, enjoys solving complex tax problems, and wants to operate at a high level. What Makes This Unique Strategy-first (not just return prep) Lead high-level client advisory sessions + tax planning Work across real estate + advanced/niche strategies Be part of a new, growing specialized group you'll help shape Clear path: Manager Senior Manager Partner What You'll Be Doing Lead tax strategy sessions and advisory engagements Guide clients through real estate and advanced tax planning Analyze STR strategy, REPS, cost seg, and investment structures Stress-test strategies and deliver real-world tax outcomes Serve as a trusted advisor on complex decisions Support tax season prep alongside the RETS Pod team Help shape processes within a growing specialized practice Qualifications CPA or EA (required) 5+ years of public accounting experience Strong client-facing + advisory experience Deep understanding of real estate / advanced tax strategies Ability to translate complex ideas into clear client guidance Comfortable leading difficult, high-stakes financial conversations Why This Role True advisor position (not just compliance work) Work directly with high-level, sophisticated clients Exposure to advanced tax strategies across multiple asset classes Fully remote with a modern, growth-focused firm Real career acceleration into leadership / partner track Bottom LineIf you're someone who gets pulled into the toughest tax conversations and enjoys helping clients make smarter decisions — this is a chance to step into a true strategist role and own that space.

Numbers & Facts

LocationColorado Springs, Colorado (
Remote
)
Salary$130,000–$150,000 Per Year

Skills

  • Certified Public Accountant (CPA)unmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Leadershipunmatched
  • Problem Solving Skillsunmatched
  • Property Taxunmatched
  • Public Accountingunmatched
  • Real Estateunmatched
  • Strategic Analysisunmatched
  • Stress Testingunmatched
  • Tax Accountingunmatched
  • Tax Planningunmatched
  • Tax Returnsunmatched
  • Test Strategyunmatched

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