Job Description
Key Responsibilities
• Strategic Advisory: Lead tax planning kickoff calls and quarterly advisory meetings. Design and implement high-impact strategies like cost segregation, 1031 exchanges, and depreciation optimization.
• Proactive Planning: Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization.
• Technical Leadership: Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry.
• Firm Scaling: Help strengthen and scale the firm's advisory offerings and elevate the firm's technical standards.
• Mentorship: Guide and mentor team members, fostering a culture of excellence and continuous professional growth.
Qualifications
• Experience:5+ years of public accounting tax experience with a proven background in delivering advisory services, not just compliance is a MUST.
• Credentials:Active CPA, EA, JD, or LLM in Tax REQUIRED
• Technical Expertise: Deep knowledge of business taxation, pass-through entities, and tax minimization strategies.
• Communication: Confidence in leading client-facing conversations and translating complex tax laws into actionable business advice.
• Mindset: You think strategically rather than transactionally and want to be part of building something exceptional.
Additional Information
Compensation/Benefits
• Financial: $150k-$175k base salary + performance bonuses.
• Retirement & Health: 401(k) with company match and health insurance with a company contribution.
• Time Off: Generous PTO and paid parental leave.
• Support: Technology stipend, continuing education, and CPA support.
• Flexibility: Permanently 100% remote with an advisory-first structure and no timesheets.
If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirements.