Job Description

JOB-37570

Job Title: Tax Strategist
Location: Remote – Open to candidates across the United States
Employment Type: Full-time, Permanent
Compensation: $100,000 – $150,000 USD (flexible depending on experience)

About the Opportunity:

Our client, a rapidly growing strategic tax advisory firm, is seeking a Tax Strategist (CPA) to support high-net-worth individuals and business owners with proactive, year-round tax strategy.

This role blends strategic advisory with hands-on tax preparation and review. You will design and implement advanced tax strategies, oversee execution through compliance, and help clients reduce tax liability, build long-term wealth, and make confident financial decisions.

This is not a volume-driven tax preparation role. It is a year-round advisory position for a CPA who wants to think critically, design strategy, and deliver measurable financial impact.

The firm operates without a traditional busy season model, focusing instead on proactive planning and precision execution throughout the year.

If you enjoy strategic tax planning and serving as a true advisor rather than a reactive form preparer, this role offers meaningful impact and long-term growth.

Responsibilities:

• Lead strategic tax planning for LLCs, S-Corps, and high-net-worth individuals
• Build and present personalized tax strategies
• Conduct client meetings and clearly explain complex concepts
• Review tax returns and planning deliverables for accuracy and compliance
• Perform tax preparation as needed to support strategy implementation
• Identify tax savings opportunities and long-term planning solutions
• Collaborate with internal CPAs and other professionals on complex matters
• Support improvements to processes, workflows, and client experience

Must-Have Requirements

• Active CPA license in good standing
• 5+ years of progressive tax planning and compliance experience
• Demonstrated ability to design and execute tax strategies, not just prepare returns
• Strong knowledge of S-Corps, LLCs, and closely held business structures
• Experience advising high-net-worth individuals, entrepreneurs, and closely held business owners
• Strong communication skills with the ability to lead client conversations
• High attention to detail and strong ownership mindset
• Proficiency with cloud-based tax and accounting tools

Preferred Qualifications

• Multi-state tax experience
• Experience in a boutique or high-growth advisory firm
• Background supporting professional services, real estate, or consulting clients
• Candidates residing in Eastern/ Central U.S. able to work EST/ CST preferred

Why Join?

• Strategy-focused, year-round advisory work
• No traditional busy season burnout model
• Competitive base salary plus performance-based bonus
• High-standard, collaborative team environment
• Clear growth opportunities as the firm scales
• Culture built on accountability, curiosity, and continuous improvement

If you are a CPA who wants to operate at a high level and deliver measurable impact for business owners, we would welcome a conversation.

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