Senior Tax Strategist

Job Title:      Senior Tax Strategist

Job Description:

What We Are Looking For:

Fantastic opportunity to become a FULLY REMOTE 1099, full-time Senior Tax Strategist for a tax firm providing powerful tax strategies and business insight to their clients.

Compensation And Benefits:

• $80,000 - $95,000*

• Potential Bonus Opportunities

• 15 Days PTO

• Opportunities For Advancement

• Professional Development Assistance

• Wellness Program

Company Values and Culture:

The company client embraces a growth minded, process driven, and collaborative work environment.  Regardless of being a small firm, it's filled with big thinkers and encourages a creative approach to offering a concierge type of service to their clients. Every team member is a forward thinking team and enjoys continuous learning, growth, and innovation.

Your Responsibilities:

• Strategize tax planning solutions with clients and team

• Project tax implications of investment and tax strategies

• Provide year round tax planning guidance to clients

• Coach clients on tax plan implementation

• Review junior accountants’ tax returns

• Take ownership of client relationships, preparation status tracking and tax completion 

• Update status of client accounts daily

• Communicate with team daily and in a timely manner using Monday.com

• Follow tax returns as instructed

Qualifications We Require:

• Bachelor’s degree in Accounting, Finance or related field.

  • Candidates who have earned a Masters in Taxation would be a plus.

• 3-5+ years of experience in tax accounting, real estate tax strategies, and tax planning.

• Candidates who possess a CPA and/or an EA are a plus.

Skills We Are Looking For:

• High level of client relationship management

• Ability to perform with a high level of honesty and integrity

• Ability to follow detailed instructions

•  

*Compensation is flexible dependent on relevant skills and qualifications, as determined by the talent acquisition lead

Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.