Remote Tax Strategist – High‑Net‑Worth Planning

Composition Wealth, LLC; Utah; Remote; USD 145,000 - 165,000; Full time

Benefits offered by this job

401(k) Plan with Employer matching

Health savings account

Medical & vision insurance

Continuing education support

Job summary

Composition Wealth is an independent, nationally ranked investment advisory firm seeking a Tax Strategist to support tax initiatives across the firm, including income tax planning and compliance, estate and trust taxation, and gift tax strategy.

The right candidate brings a strong record of academic and professional achievement, excellent interpersonal skills, and a real interest in tax analysis and strategy.

Qualifications

• CPA license required and active.
• 8+ years of high-net-worth tax experience.
• Strong interpersonal and client-facing skills.
• Ability to explain complex tax concepts clearly.

Responsibilities

• Support income, estate, trust, and gift tax planning for clients.
• Explain tax strategies and present recommendations to clients and advisors.
• Lead and mentor analyst teams preparing tax projections and analyses.
• Coordinate with CPAs and estate attorneys to ensure proper execution.
• Review client tax returns and prepare year-end projections.
• Track changes in tax law and adapt planning approaches.

Job description

Composition Wealth is an independent, nationally ranked investment advisory firm seeking a Tax Strategist to support tax initiatives across the firm, including income tax planning and compliance, estate and trust taxation, and gift tax strategy.

The right candidate brings a strong record of academic and professional achievement, excellent interpersonal skills, and a real interest in tax analysis and strategy.