Tax Planning Senior

CPA's and EA's -Transition into Higher Value Planning Services 

We're seeking high performing senior tax professionals who are interested in providing higher value services for our clients.

You'll learn how to save our clients millions in taxes with case studies, tax projections, and direct feedback from the firm owner. Within 2 months, you'll join client meetings and actively assist with tax reduction strategies. Twice a month, you'll train with industry leaders and gain insights you'll never find in a classroom or textbook, and take part in a 3 day company retreat.

Prosperl CPA exists to create freedom for entrepreneurs through advanced tax planning. Our team is built of high performers: former college athletes, musicians, moms, and Big 4 alumni. We are disciplined, competitive, and unapologetically focused on results.

Responsibilities 

• Coach clients on tax deduction strategies
• Assist clients through implementing & maintain foundational tax reduction strategies while maintaining compliant practices 
• Advise clients on advanced tax reduction strategies, investments & decisions
• Projecting tax implications of strategies, events and key decisions 
• Collaborate with tax compliance team to ensure effective reporting & tax elections align with clients' tax position
• Coach staff on client engagements
• Maintain proactive & regular communication with clients
• Occasional assistance with tax return review when needed

Who We're Looking For...

You're not average. You're not here for "just experience." You're hungry, gritty, disciplined, growth-minded, and LOVE learning about taxes

You follow instructions, take feedback, and meet deadlines without excuses.

Requirements

Within reach of Atlanta

At least CPA or EA

Minimum of 2 years' experience in tax

ALL APPLICANTS WILL ARRANGE FOR REFERENCE CALLS

Next Steps:

1) Learn more about us and the role here: https://vimeo.com/1130374643/927ad83ecb?

2) Follow the instructions in the video exactly.

Send your video cover letter + résumé to 

mark@markperlbergcpa.com

Job Type: Full-time

Base Pay: $90,000 to 110,000 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance