Sr. Tax Strategist

CV Resources, Inc.; United States; Remote; USD 120.000 - 210.000; Vollzeit

Benefits dieser Stelle

Bonus opportunities

Fully remote

Zusammenfassung

CV Resources, Inc. is seeking a Sr. Tax Strategist to join a fast-growing advisory-focused CPA firm. The role emphasizes client-facing advisory work, tax strategy development, and complex decision-making for real estate investors, business owners, and high-net-worth clients.

The position centers on developing strategies, evaluating opportunities, and guiding clients through advanced tax planning, with heavy emphasis on advisory services over traditional compliance. Remote option offered.

Qualifikationen

• Active CPA or EA required.
• 5+ years of public accounting tax experience.
• Strong client-facing experience with business owners and investors.
• Experience with tax planning and advisory services.
• Knowledge of Form 3115 and Section 481(a) adjustments.
• Understanding of Short-Term Rental Strategies and 1031 Exchanges.

Aufgaben

• Lead advanced tax planning sessions with clients and prospective clients.
• Advise business owners and real estate investors on tax reduction strategies.
• Analyze and stress-test tax planning opportunities, including real estate and alternative investment strategies.
• Conduct tax projections, modeling, and planning analyses.
• Evaluate cost segregation opportunities, REPS qualification, STR strategies, and 1031 exchange planning.
• Serve as a trusted advisor during high-level client conversations.
• Research complex tax matters and prepare recommendations.
• Support tax compliance work during busy season.

Kenntnisse

Client-facing advisory

Tax planning

Tax projections

Real estate tax strategies

1031 Exchanges

Ausbildung

CPA or EA

Tools

Form 3115

Section 481(a) Adjustments

Jobbeschreibung

A rapidly growing, advisory-focused CPA firm is seeking a Sr. Tax Strategist to join a specialized team focused on helping real estate investors, business owners, and high-net-worth clients evaluate and implement advanced tax planning strategies.

Unlike traditional public accounting roles that focus primarily on compliance, this position is heavily weighted toward client-facing advisory work, tax strategy development, and helping clients make informed decisions around complex tax opportunities.

What You'll Be Doing

• Lead advanced tax planning sessions with clients and prospective clients
• Advise business owners and real estate investors on tax reduction strategies
• Analyze and stress-test tax planning opportunities, including real estate and alternative investment strategies
• Conduct tax projections, modeling, and planning analyses
• Evaluate cost segregation opportunities, REPS qualification, STR strategies, and 1031 exchange planning
• Serve as a trusted advisor during high-level client conversations
• Research complex tax matters and prepare recommendations
• Support tax compliance work during busy season

Ideal Background

• Active CPA or EA required
• 5+ years of public accounting tax experience
• Strong client-facing experience with business owners and investors
• Experience with tax planning and advisory services
• Knowledge of:
• Form 3115
• Section 481(a) Adjustments
• Short-Term Rental Strategies
• 1031 Exchanges
• Ability to explain complex tax concepts in a consultative manner

Client Types You'll Advise

• Short-term rental (Airbnb/VRBO) owners
• Rental property owners with single-family and multifamily portfolios
• Real estate syndication investors and limited partners
• Self-storage facility owners
• RV park owners
• Car wash owners
• Oil & gas working-interest investors
• Small business owners utilizing real estate tax strategies
• Individuals evaluating 1031 exchanges, cost segregation studies, and depreciation acceleration

Nice to Have

• High-net-worth tax planning
• Syndication or alternative investment experience
• Liquidity event or business sale planning experience
• Experience evaluating advanced tax strategies and promoter-driven opportunities

Compensation

• Bonus opportunity with special projects
• Fully remote

Why People Are Interested

• No billable hour environment
• Heavy emphasis on tax advisory over compliance
• Direct client interaction and strategy work
• Strong growth trajectory
• Clear path into senior leadership

Target Profiles: Senior Tax Manager, Tax Director, Real Estate Tax Manager, Tax Advisory Manager, Private Client Tax Manager, Tax Consultant, Tax Planning Manager, or experienced Tax Manager looking to move heavily into strategy and advisory work.