Head of Tax Strategy & Service

Tired of working Investment Banking hours for CPA pay?

There is a better way!

Who You Are:

• You are precise, organized, and methodical and not afraid of hard work.
• When presented with a problem, you say things like “I got this!”
• You are fiercely independent and yet also coachable and a great team player.
• You appreciate the convenience of working remote, and yet also are not afraid to go see a client (even if it means hopping on a plane) if the situation warrants an in-person meeting.
• You are willing and able to complete between 100 - 200 tax returns per yearand sign them as the tax preparer.
• You love speaking directly with your clients, whether they be small business owners, retirees or the Head of a high-net-worth family.

The Opportunity:

• You will act as the quarterback for the entire Summit Tax Planning team, working with both the professional tax staff as well as our clients, and coordinating with our Wealth Management company (Summit Wealth & Retirement Partners).
• Both Summit Tax and McHale Financial (a company we recently acquired) both have excellent reputations and the opportunity to grow top line revenue significantly.
• What is required to get this done, is an “A” player who is smart, hungry, ambitious, and money-motivated.

Who We Are:

• While we operate in the tax and wealth management space, we aim to be the Ritz Carlton of professional services and we attract and retain team members who share this vision.
• We are extremely systems oriented and have managed to combine independence with collaboration.
• We are a small, tight, fully-remote team that believes in integrity with our clients at all times, zero politics at work, and world class service for our clients.
• We work hard and we are well compensated for what we do. We also share in the growth and profitability of the companies.

Your Experience & Compensation:

• A CPA or EA is required, a master’s degree in Tax or Accounting is preferred.
• Having completed 100 to 200 tax returns per year, including S corporations, Partnerships, C corporations, Gift Tax returns and Irrevocable Trust returns.
• The ideal candidate will have direct experience with Lacerte tax software, TaxDome, and SurePrep.
• The candidate must be proficient in MS excel and PowerPoint and know how to present complicated scenarios in simple diagram form.
• Compensation will be tied directly to experience and the various types of clients you can manage.

What Makes us Different:

• Proactive
• Respond to all emails and phone calls within 24 hours
• Marry Tax Strategy with tax compliance
• View client inquires as a chance to help and an opportunity to deepen the relationship
• View client relationships as “clients for life”
• Expect and accept 95%+ client retention rates

Job Type: Full-time

Pay: $85,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• Continuing education credits
• Flexible schedule
• Health insurance
• Paid training
• Work from home

Experience level:

• 5 years

Schedule:

• Monday to Friday
• Weekends as needed

Application Question(s):

• Candidates that answer this question will have a much greater chance of being interviewed:

Imagine this scenario - through an acquisition we just took on 100 new clients. We have their tax returns from last year, the fee they paid, and their contact information. Now we need to get our arms around everything.

Given this information, where would you start?

Work Location: Remote