Tax Pro

Job Description: • 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 Requirements: • 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 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 Apply tot his job Apply To this Job