Remote Tax Specialist: High Net Worth Planning

Tax Alchemy; Irvine (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Remote work

Medical, dental, vision insurance

401(k) with company match

Paid vacation and sick days

Paid holidays

Continuing education

Teambuilding events

Job summary

Tax Alchemy is seeking a proactive Tax Specialist in Irvine, California. This full-time remote role focuses on developing individual tax plans for high net worth clients. The ideal candidate has 2-5 years of experience in tax preparation or consulting, a related degree, and advanced qualifications are preferred. Responsibilities include building tax plans, conducting research, and managing planning projects. Benefits include medical insurance, a 401(k) match, and paid vacation.

Qualifications

• 2-5 years of experience in tax preparation, focusing on high net worth individuals.
• Advanced proficiency in tax preparation software and communication tools.
• Ongoing or completed advanced qualifications like EA or CPA.

Responsibilities

• Build and execute individual tax plans for high net worth clients.
• Draft technical memoranda and internal documentation.
• Assist in reviewing complex individual and business tax returns.
• Conduct tax research and summarize conclusions for client guidance.
• Organize and manage planning projects, tracking deliverables.

Skills

Tax preparation

Tax accounting

Client communication

Financial analysis

Tax planning strategies

Education

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

Advanced qualification (e.g. EA, CPA)

Tools

G-Suite

Slack

CS Planner

UltraTax

CRM platforms

Job description

Tax Alchemy is seeking a proactive Tax Specialist in Irvine, California. This full-time remote role focuses on developing individual tax plans for high net worth clients. The ideal candidate has 2-5 years of experience in tax preparation or consulting, a related degree, and advanced qualifications are preferred. Responsibilities include building tax plans, conducting research, and managing planning projects. Benefits include medical insurance, a 401(k) match, and paid vacation.