Senior Tax Strategy Lead - Remote for HNW Clients

Tax Alchemy; Irvine (CA); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Remote work

Medical, dental, vision, life insurance

401(k) with company match

Paid vacation and sick days

Paid holidays

Continuing education

Teambuilding events

Job summary

Tax Alchemy in Irvine, California, is seeking a Senior Tax Strategist with extensive experience to lead the Tax Advisory team. The ideal candidate will handle complex taxation matters and develop innovative tax-saving strategies for our high-net-worth clients.

This position involves overseeing a team, conducting client meetings, and ensuring compliance with tax regulations while driving growth through strategic planning. Benefits include remote work and comprehensive insurance packages.

Qualifications

• 5+ years of progressive experience in tax strategy or advisory.
• Significant experience with business entity and high-net-worth individual taxation.
• Advanced proficiency with tax planning and preparation software.

Responsibilities

• Act as the primary strategic relationship owner for high-net-worth clients.
• Lead client meetings to present complex strategic recommendations.
• Design and implement advanced tax strategies to reduce tax liability.
• Supervise and mentor a team of tax professionals.

Skills

Management of complex taxation matters

Team leadership

Client communication

Proficiency in tax planning software

Education

Bachelor’s degree in Finance, Accounting, Taxation or related field

Master’s degree (preferred)

Enrolled Agent license

CPA (a plus)

Tools

G-Suite

Canopy

CS Planner

UltraTax

Slack

Zoom

Job description

Tax Alchemy in Irvine, California, is seeking a Senior Tax Strategist with extensive experience to lead the Tax Advisory team. The ideal candidate will handle complex taxation matters and develop innovative tax-saving strategies for our high-net-worth clients.

This position involves overseeing a team, conducting client meetings, and ensuring compliance with tax regulations while driving growth through strategic planning. Benefits include remote work and comprehensive insurance packages.