Job Description

JOB-37570

Job Title: Tax Strategist (CPA)
Location: Remote – United States (EST/CST preferred)
Employment Type: Full-time
Compensation: $100,000 – $150,000 USD

About the Role:

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

This is not a traditional tax preparation role. It’s a strategic, client-facing position where you’ll design and implement tax strategies while also reviewing and preparing returns to ensure proper execution.

You’ll work directly with entrepreneurial clients and play a key role in helping them reduce tax liability, build wealth, and make informed financial decisions.

This role is well-suited for someone who enjoys working in a dynamic environment, engaging directly with clients, and solving real-world tax challenges.

Key Responsibilities:

• Lead tax planning for LLCs, S-Corps, and high-income individuals
• Build and present tailored tax strategies
• Lead client conversations and explain complex concepts clearly
• Review and prepare tax returns to support strategy execution
• Identify tax savings opportunities and long-term planning solutions
• Collaborate with internal team on complex tax matters

• Active CPA (required)
• 5+ years of tax planning and compliance experience
• Experience advising business owners and high-income individuals
• Strong understanding of S-Corps, LLCs, and closely held businesses
• Ability to work independently and take ownership
• Comfortable working through complex or evolving client financials and identifying solutions
• Strong communication and client-facing skills
• High attention to detail and accountability
• Growth mindset with a strong sense of ownership; takes pride in their work, builds trusted client relationships, and is motivated by helping business owners solve tax challenges and implement effective strategies

Nice to Have

• Multi-state tax experience
• Experience in a boutique or advisory firm
• Experience managing multiple clients or tax engagements

Why Join

• Strategy-focused, year-round work (no traditional busy season)
• Direct exposure to business owners and meaningful client impact
• High-performance, growth-oriented environment
• Competitive compensation + bonus

If you’re a CPA who enjoys strategic thinking, ownership, and working directly with clients, we’d welcome a conversation.

Note:  

AI may be used to support certain administrative aspects of our recruitment process. However, all applications and resumes are reviewed by qualified human reviewers, and all screening and hiring decisions are made solely by the hiring team.

The posted salary range reflects expected compensation for this role in accordance with Ontario pay transparency requirements. Actual compensation will be determined based on the successful candidate’s experience, skills, and qualifications and may fall anywhere within the range.

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