Senior Tax Associate And Fractional Cfo

Profit with Law; United States; Remote; USD 105,000 - 175,000; Full time

Job summary

A leading company in tax consulting is seeking a Senior Tax Associate and Fractional CFO. This fully remote role involves overseeing client tax compliance, developing growth strategies, and utilizing FP&A tools to influence client success. Ideal candidates will have extensive tax experience, excellent communication skills, and the ability to generate innovative tax strategies. Compensation ranges from $105,000 to $175,000 annually, reflecting the importance of this role in enhancing client profitability.

Qualifications

• 5+ years in Federal and State & Local Tax, or experience with at least 100 business returns and 500 personal returns.
• Prior fractional CFO experience is a plus.

Responsibilities

• Oversee client tax compliance and ensure deadlines are met.
• Develop dashboards and reports using FP&A tools.
• Lead quarterly tax strategy meetings.

Skills

Communication

Creativity

Organization

Research

Tools

QBO

Excel

Sheets

Drake tax

Jiray

Job description

Are you passionate about client success? Does finding savings for your client/employer excite you? If so, prepare to be excited every day as a Senior Tax Associate and Fractional CFO. We are dedicated to enhancing our clients' legacy by helping businesses increase profits and reduce taxes. Our ongoing tax planning fosters year-round client relationships, enabling proactive strategies rather than reactive solutions.

This role offers the opportunity to be creative in tax savings, analyze data with industry-leading FP&A tools, and directly influence client growth. Imagine helping a business owner earn more in a quarter than in the entire previous year—that's the impact of a Fractional CFO.

This fully remote position may involve some travel to client sites and our in-person events.

Responsibilities:

• Senior Tax Associate Responsibilities:
• Oversee client tax compliance, ensure deadlines are met, and handle tax-related matters effectively.
• Collaborate with bookkeeping staff to ensure accurate financial reports.
• Meet regularly with clients to provide tax advice and growth strategies.
• Conduct virtual sessions during the sales cycle to inform prospects about our services.
• Manage client relationships proactively, resolving issues early.
• Report directly to the CEO.

• Fractional CFO Responsibilities:
• Work with leadership teams to develop growth and profit plans, including key projects and budgets.
• Develop dashboards and reports using FP&A tools, presenting insights clearly to clients.
• Establish KPIs and bonus structures to motivate staff and enhance profitability.
• Meet monthly with leadership teams to review performance and address challenges.
• Lead quarterly tax strategy meetings, discuss profit targets, tax liabilities, and reduction strategies.
• Ensure timely tax filings and implement agreed-upon strategies to maximize results.

Qualifications:

• Excellent communication skills.
• Ability to think quickly and generate ideas.
• Extensive business management experience.
• 5+ years in Federal and State & Local Tax, or experience with at least 100 business returns and 500 personal returns.
• Ability to research and apply new tax strategies.
• Experience with IRS and state notices.
• Highly organized, meeting deadlines consistently.
• Proficient in QBO, Excel/Sheets; knowledge of Zoh, Drake tax, and Jiray is a plus.
• Prior fractional CFO experience is a plus.

Compensation: $105,000 - $175,000 annually.