Senior Tax Strategist

Vertical Street Ventures; United (PA); Remote; USD 80,000 - 100,000; Full time

Job summary

A progressive accounting firm is seeking a Senior Tax Strategist to provide tax advisory services to individuals and businesses. The ideal candidate will have over 5 years of public accounting experience, with a CPA license preferred. This role emphasizes tax planning and relationship-building with clients while offering a remote work environment. Join a workplace committed to diversity, work-life balance, and team growth.

Benefits

Paid time off for all major holidays

Generous PTO benefits

Medical, Dental, Vision, and Life Insurance Benefits

Qualifications

• 5+ years of public accounting experience required.
• Tax experience, especially in real estate, preferred.

Responsibilities

• Prepare and review tax returns for entities and individuals.
• Devise, plan and execute tax strategies.
• Build relationships with existing clients.

Skills

Excellent written and verbal communication skills

Punctual and detail oriented

Ability to perform several tasks concurrently

Ability to effectively operate office equipment

Able to work effectively with staff and clients

Education

Bachelor's degree in Accounting

Master of Tax desirable

CPA candidate or CPA License preferred

Job description

Job Description:

Job information Senior Tax Strategist from the Company Vertical Street Ventures, this latest Senior Tax Strategist job vacancy is located in the city Remote located in the country United States . This latest job opening is open to job seekers who have the latest education / graduate Bachelor Degree .

At Vertical Street Ventures CPA, we are building a community where you can work with diverse individuals and businesses and explore new ways of thinking. We are committed to growing and expanding the capabilities of our people. Our staff are teachers and learners who work aloud and share their knowledge to enhance each other's growth. It is the unique contributions of all our staff that drive our success. Our firm continuously strives to develop a fun, diverse, and inclusive firm culture with work-life balance.

Job Responsibility:

The ideal candidate will have a minimum of 5 years of public accounting experience. CPA or CPA candidate preferred but not required. Primary responsibilities will include working with a variety of individual, business and high net worth individuals on tax advisory services, planning and preparation. Real estate tax and accounting experience preferred.

Summary of Responsibilities

Participate in client engagements by providing corporate, partnership and individual tax services; devise, plan and execute tax strategies and research potential tax issues. Prepare and/or review returns for corporate, partnership, estates, trusts or individuals, including federal, foreign, state and local tax returns, estimated payments and extensions.

Essential Functions

• Preparing and reviewing tax returns for entities and individuals
• Tax planning for closely held businesses and their owners
• Build relationships with existing clients
• Perform tax research
• Resolve tax notices from IRS or other tax authorities

Job Qualifications

• Excellent written and verbal communication skills
• Punctual and detail oriented
• Ability to perform several tasks concurrently with ease and professionalism
• Ability to effectively operate office equipment and a variety of computer programs
• Able to work effectively with staff members, clients, and vendors

Education/Experience

• 5+ years Public Accounting
• Bachelor's degree in Accounting, Business Administration, Finance or related field; Master of Tax desirable
• CPA candidate or CPA License preferred; but not required. If not a CPA, must meet educational requirements to sit for the CPA exam

Job Details/Benefits:

• Full-time
• 8 hour shift
• Monday to Friday
• Paid time off for all major holidays
• Generous PTO benefits
• Medical, Dental, Vision, and Life Insurance Benefits

Experience:

• Tax experience: 5 years (Preferred)
• Public accounting: 5 years (Preferred)

License/Certification:

CPA (Preferred)

Work Location:

Remote, Office Location Anaheim Hills, CA

Preference given to applicants residing in Southern CA or greater Phoenix area

Vertical Street Ventures is an equal opportunity employer and welcomes applications from diverse candidates.