Tax Pro

Description

• 3-5 years of experience in tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
• Bachelor’s degree in Accounting, Finance or a related field
• Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred
• Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.)
• Knowledge of corporate and personal tax planning strategies

Key Responsibilities

• Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects
• Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences
• Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies
• Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda
• Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections
• Respond to client communications thoroughly and timely using dedicated channels
• Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines
• Draft and update deliverable documentation for client reference and review
• Develop systems and processes for enhancing client experience

Skills, Knowledge and Expertise

• Proven ability to build and maintain trust-based relationships with clients, managing expectations and fostering loyalty
• Superior ability to manage complex engagements, organize client documentation, track milestones, and ensure company-wide deadlines are met on assigned projects
• Demonstrated skill in working collaboratively with internal teams and external stakeholders
• Exceptional public speaking and written communication skills; ability to convey confidence and clarity when advising clients
• Superior analytical skills required to interpret complex fact patterns and provide actionable recommendations
• Proven ability to handle high-net work individual and business financial data with the utmost confidentiality and integrity
• Self-motivated and capable of independently driving client engagements forward

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