Senior Tax Strategist

Description

• 5+ years of progressive experience in tax strategy, advisory, or public accounting, with a dedicated focus on business entity and high-net-worth individual taxation
• Bachelor’s degree in Finance, Accounting, Taxation, or a related field is required; Master’s is preferred
• Enrolled Agent license is required; a CPA is a plus
• Expert, demonstrable knowledge in multiple complex areas related to corporate and personal tax planning strategies
• Advanced proficiency with efficiency, workflow, communication, and tax planning and preparation software (G-Suite, Canopy, CS Planner, UltraTax, Slack, Zoom, etc.)

Key Responsibilities

• Act as the primary strategic relationship owner for a dedicated portfolio of high-net-worth clients, managing their overall expectations regarding tax strategy and execution
• Lead high-level client meetings to present complex strategic recommendations and tax projections in a clear, persuasive, and actionable manner
• Manage and prioritize daily client communications, providing clear, concise guidance in response to complex technical questions
• Proactively conceive, design, and implement advanced, proprietary tax strategies to significantly reduce clients’ overall tax liability
• Review complex tax returns to ensure strict adherence to planning strategies and regulatory compliance
• Supervise, train, and mentor a team of tax professionals
• Serve as a technical resource for the team, resolving advanced tax questions related to complex transactions, entity restructuring, and specialized planning strategies
• Collaborate with leadership to refine departmental best practices and streamline workflows, driving efficiency and technical excellence across the entire tax planning lifecycle
• Proactively monitor legislative changes and immediately assess the impact on client portfolios, collaborating to develop responsible strategies
• Identify opportunities for expanded advisory services within the existing client base

Skills, Knowledge and Expertise

• Proven ability to effectively supervise, mentor, and guide a team of tax professionals, manage workload distribution, and foster professional growth across the pod
• Demonstrated ability to approach complex client challenges holistically
• Absolute commitment to client satisfaction; proactively manages expectations, communicates clearly, and maintains a high level of responsiveness and service
• Exceptional ability to manage and prioritize the entire project lifecycle, leveraging technological tools to track complex deadlines and organize client documentation
• Meticulous commitment to accuracy and precision in all research, calculations, and document review, minimizing company risk and maximizing client benefits
• Demonstrated ability to work effectively and collaboratively with various stakeholders meet deadlines and exceed client expectations
• Superior written and verbal communication skills; ability to articulate complex technical concepts with confidence and clarity to clients and non-technical individuals
• Proven skill in executing complex calculations, building clear tax plans, and synthesizing tax law into actionable advice
• Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality

Benefits

• Remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events