Remote Tax Advisor for Wealth Planning & Strategy

Tax Alchemy; Irvine (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Remote work

Medical, dental, vision, life insurance

401(k) with company match

Paid vacation and sick days

Paid holidays

Continuing education

Teambuilding events

Job summary

Tax Alchemy is looking for a proactive Tax Pro to engage directly with clients on tax planning for strategic wealth planning. The ideal candidate will lead client meetings, conduct tax research, and manage complex engagements. Requirements include 3-5 years of relevant experience, a Bachelor's in a related field, and familiarity with tax software. Benefits include remote work, comprehensive insurance, and a 401(k) with company match.

Qualifications

• 3-5 years of experience in tax accounting, tax consulting, or tax planning.
• Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred.
• Proven ability to build and maintain trust-based relationships with clients.

Responsibilities

• Serve as the main point of contact and trusted advisor for a defined client portfolio.
• Lead quarterly client meetings to discuss financial data and tax-saving opportunities.
• Conduct in-depth research on technical tax issues (federal and multi-state).

Skills

Communication skills

Analytical skills

Tax planning knowledge

Relationship management

Education

Bachelor’s degree in Accounting, Finance or a related field

Tools

G-Suite

Slack

CRM platforms

CS Planner

UltraTax

Job description

Tax Alchemy is looking for a proactive Tax Pro to engage directly with clients on tax planning for strategic wealth planning. The ideal candidate will lead client meetings, conduct tax research, and manage complex engagements. Requirements include 3-5 years of relevant experience, a Bachelor's in a related field, and familiarity with tax software. Benefits include remote work, comprehensive insurance, and a 401(k) with company match.