Senior Tax Strategy & Compliance Lead (Hybrid)

Wallwitz Wealth; Lehi (UT); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Wallwitz Wealth is seeking a senior tax professional to own day-to-day tax strategy, compliance, client management, and workflow for a portfolio of clients in a year-round, hybrid Lehi-based role.

The role focuses on year-round tax planning, review and sign-off of returns, and leading a tax compliance team. This is not purely a tax-prep position, but a leadership track with ownership and client impact.

Qualifications

• CPA or EA license is required.
• 5+ years of accounting and tax experience.
• Strong tax planning, tax strategy, and tax compliance background.
• Experience preparing and/or reviewing 1040, 1120-S, 1065, and 1120 returns.
• Experience with high-net-worth clients, business owners, investors, complex client situations, and multiple entities.
• Ability to independently manage multiple clients and deadlines, with strong client-facing communication.

Responsibilities

• Year-round tax planning, tax projections, and year-end planning for business owners, investors, and real estate clients.
• Entity and compensation planning, and recommendations for clients.
• Review and sign tax returns (primarily 1040, 1120-S, 1065, and 1120).
• Federal and state filings, extensions, estimated taxes, filing tracking, and documentation.
• Routine tax research, and managing tax compliance team members.
• Client meetings, tax questions, document collection, follow-up, and deadline communication.

Skills

Tax planning

Tax strategy

Client management

Tax compliance

Education

CPA license

Tools

Drake Tax

Job description

Wallwitz Wealth is seeking a senior tax professional to own day-to-day tax strategy, compliance, client management, and workflow for a portfolio of clients in a year-round, hybrid Lehi-based role.

The role focuses on year-round tax planning, review and sign-off of returns, and leading a tax compliance team. This is not purely a tax-prep position, but a leadership track with ownership and client impact.