Job Description

Job Title: Tax Strategist / Tax Consultant
Location: Remote – Open to candidates across the United States
Employment Type: Full-time, Permanent
Compensation: $80,000 – $120,000 USD (flexible based on experience)

About Our Client

Our client is a fast-growing tax advisory firm that partners with entrepreneurial small business owners—such as lawyers, consultants, real estate professionals, and engineers—typically earning between $250K and $6M annually. The firm delivers high-impact tax planning and strategy, helping clients proactively manage their tax position and achieve their personal and business financial goals.

This is not a traditional tax prep role. It’s a hands-on, strategic advisory position for someone who thrives in a dynamic, client-facing environment and wants to make a lasting impact.

Role Overview

The Tax Strategist / Tax Consultant will be responsible for designing and implementing innovative tax strategies that reduce liabilities and build wealth for a diverse client base. You will collaborate closely with clients and internal teams to ensure seamless execution of tax planning and compliance efforts.

Key Responsibilities

• Develop and implement proactive tax strategies tailored to each client’s business and personal goals

• Advise clients on structuring, deductions, credits, and overall tax optimization

• Interpret complex tax rules and communicate them in plain, accessible language

• Guide clients through planning, implementation, and compliance processes

• Collaborate with internal teams, financial advisors, and vendors as needed

• Stay up to date on evolving tax laws, regulations, and best practices

• Represent clients in audits and liaise with tax authorities where applicable

• Support and mentor colleagues, contributing to a culture of knowledge sharing and growth

Requirements

• Active CPA (Certified Public Accountant) license or IRS Enrolled Agent (EA) designation (required)

• A minimum of 5 years of experience in tax strategy, planning, and compliance

• Proven success in developing and executing effective tax strategies for small business clients

• Experience working with entrepreneurial or owner-operated businesses

• Ability to analyze complex financial data and apply relevant tax regulations

• Comfortable working with non-traditional or less structured books and records

• Excellent verbal and written communication skills, with the ability to build client trust

• Proficiency in tax software and technology-driven accounting solutions

• Strong time management skills and ability to thrive in a fully remote environment

• A proactive, independent, and solutions-oriented mindset

Preferred Qualifications

• Experience with client bases in industries such as professional services, real estate, law, or consulting

• Managerial or supervisory experience in a CPA or tax advisory context is an asset

• Background in mentoring or managing junior staff or cross-functional teams

• Prior exposure to audit processes and representing clients before tax authorities

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