Tax Strategist (EA or CPA License REQUIRED & Degree in Finance or Accounting

Tax Strategist – Strategic Thinker Wanted We are looking for a confident, experienced, and licensed Tax Strategist who thrives on strategy, not just compliance. This isn’t a role for someone who wants to stay buried in tax prep—it’s for someone who wants to look ahead, anticipate issues before they happen, and help clients grow through smart, forward-thinking tax planning. If you love advising clients year-round, uncovering tax savings, and being the person they trust to guide their financial decisions—not just react to them—you’re exactly who I want on my team. Who We Are Looking For • Someone who is strategic by nature—you see the bigger picture and know how to plan for it. • Someone who thrives under pressure, can pivot quickly, and still gets the job done. • Someone who doesn’t say “that’s not my job”—you roll up your sleeves, dive in, and figure it out. • Someone who can switch between high-level analysis and detailed review without missing a beat. • Someone who loves helping people, goes the extra mile, and gets excited about finding creative tax solutions. What You’ll Do • Lead client relationships built on proactive guidance and year-round tax-saving strategies. • Analyze tax returns and financial data to spot opportunities before anyone else does. • Implement tax strategies on entity structure, compensation, retirement planning, and deductions. • Stay ahead of tax law changes and explain their impact to clients in plain language. • Partner with our accounting team to make sure clients have seamless, full-service support. • Help onboard new clients and make their first experience with us exceptional. What You Bring • EA or CPA REQUIRED– you must be licensed to represent clients. • At least 3 years in tax strategy or advisory (more than just prep). • Excellent communication—you’re comfortable on Zoom, in writing, and face-to-face. • Confidence delivering complex advice clearly and decisively. • Strong organizational skills—you can juggle multiple clients and timelines with ease. • Familiarity with tax planning software (like Corvee, Tax Planner Pro) or strong Excel skills. Who You Are You’re not looking for a routine job—you want a role where you can think critically, advise boldly, and make a measurable impact. You see potential problems before they appear and already have solutions in mind. You take feedback well, communicate openly, and thrive in a team that values honesty and initiative. How to Apply If this sounds like you, send your resume and a cover letter telling me why you’re passionate about helping clients think ahead about their taxes—not just clean up after the fact. Job Type: Full-time Pay: $80,000.00 - $90,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Paid time off • Paid training • Profit sharing • Tuition reimbursement • Vision insurance • Work from home Application Question(s): • Do you have at least three, or more, years in Tax Strategy / Tax Advisory experience? License/Certification: • Enrolled Agent (Required) • CPA (Required) Work Location: Remote