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-income individuals and small business owners with proactive, year-round tax strategy. This role blends strategic advisory with hands-on tax preparation and review, helping clients reduce tax liability, build long-term wealth, and make confident financial decisions.

The environment is collaborative, candid, and growth-oriented—without the traditional “busy season” burnout. If you enjoy combining technical accuracy with high-value client work, this role offers meaningful impact and long-term career growth.

Responsibilities

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

Qualifications

Must-Have Requirements

• Active CPA license (required)
• Hands-on tax preparation experience
• Tax review experience
• Tax planning experience with high-income W-2 earners and/or business owners
• 6+ years of progressive tax experience
• Ability to simplify complex information for clients
• Strong organizational skills and ability to manage multiple accounts
• Proficiency with cloud-based tax and accounting tools

Preferred Qualifications

• Experience in a boutique or high-growth advisory firm
• Multi-state tax experience
• JD, EA, or dual credentials
• Background working with professional services, real estate, or consulting clients
• Candidates residing in Eastern/ Central U.S. preferred

Why Join?

• Strategy-focused work with meaningful client impact
• Remote-first team with a healthy work-life balance
• No traditional busy season
• Clear growth opportunities as the firm scales
• Culture built on curiosity, candor, and continuous learning

If you're a CPA who enjoys blending strategic tax planning with hands-on technical work, we’d love to hear from you.

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