Senior Tax Strategy Lead (Remote) - Equity

Leoforce; Palo Alto (CA); Remote; USD 160,000 - 190,000; Full time

Benefits offered by this job

Equity options for all employees

Unlimited PTO

100% Healthcare coverage for employees

Job summary

Leoforce is seeking a Senior Tax Manager for Tax Planning & Advisory (Remote). This role goes beyond compliance to strategic, integrated tax planning for sophisticated High Net Worth clients. You will be a trusted advisor in a fast-growing private client tax practice.

Applicants should have a Bachelor's in Accounting, CPA or EA, and 5+ years at a Top 100 CPA firm, with expertise in HNW individuals, closely held businesses, and passthrough entities. Remote work is possible while serving U.S.

Qualifications

• 5+ years of Tax experience from a Top 100 CPA firm.
• Expertise in HNW individuals, closely held businesses and passthrough entities.
• Experience with CCH Axcess.

Responsibilities

• Go beyond compliance to strategic, integrated tax planning for sophisticated High Net Worth clients.
• Serve as a trusted advisor in a fast-growing private client tax advisory practice.

Skills

Tax planning

HNW expertise

Public accounting

Education

Bachelor's Degree in Accounting or similar field

Masters Taxation

CPA or EA

Tools

CCH Axcess

Job description

Leoforce is seeking a Senior Tax Manager for Tax Planning & Advisory (Remote). This role goes beyond compliance to strategic, integrated tax planning for sophisticated High Net Worth clients. You will be a trusted advisor in a fast-growing private client tax practice.

Applicants should have a Bachelor's in Accounting, CPA or EA, and 5+ years at a Top 100 CPA firm, with expertise in HNW individuals, closely held businesses, and passthrough entities. Remote work is possible while serving U.S.