Tax Planning Senior

Prosperl CPA; Atlanta (GA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Paid time off

Vision insurance

Job summary

Prosperl CPA in Atlanta seeks a high-performing tax professional ready to evolve into an elite strategic advisor. In this role, you will master advanced tax planning methodologies to save clients significant amounts in taxes. You will work closely with clients to guide them in implementing strategies that maximize their financial benefits.

The position starts with a salary of $100,000 plus a retention bonus and offers additional benefits like health insurance and a 401(k) plan. We are looking for someone with at least two years of experience in tax and a CPA or EA certification.

Qualifications

• At least 2 years of experience in tax.
• Ability to coach clients on tax strategies.
• Proven background in advising clients and implementing tax reduction strategies.

Responsibilities

• Coach clients on tax deduction strategies.
• Assist clients in implementing foundational tax reduction strategies.
• Advise clients on advanced tax reduction strategies.
• Project tax implications of strategies and key decisions.
• Collaborate with tax compliance team.

Skills

Tax deduction strategies

Client advising

Tax compliance collaboration

Tax projection modeling

Mentoring junior staff

Education

CPA or EA certification

Job description

WANTED - Tax geeks to Become Elite Advisors

Join a mission-driven firm dedicated to creating financial freedom for entrepreneurs. You won't just be filing returns; you'll be a pivotal advisor whose work directly impacts clients' ability to grow their businesses and achieve their goals by architecting significant, life‑changing tax savings.

This role is for a high-performing tax professional ready to evolve from a traditional compliance role into an elite strategic advisor. At Prosperl CPA, you will be pivotal in our mission to create financial freedom for entrepreneurs by designing and implementing advanced tax reduction strategies. You will work directly with clients to understand their financial landscape, project the impact of key decisions, and guide them through the implementation of strategies that save them millions.

You'll learn how to save our clients millions in taxes with case studies, tax projections, and direct feedback from the firm owner. Within 2 months, you’ll join client meetings and actively assist with tax reduction strategies. Twice a month, you’ll train with industry leaders and gain insights you’ll never find in a classroom or textbook, and take part in a 3‑day company retreat.

Who We Are

Prosperl CPA exists to create freedom for entrepreneurs through advanced tax planning. Our team is built of high performers: former college athletes, musicians, moms, and Big 4 alumni. We are disciplined, competitive, and unapologetically focused on results.

Key Performance Objectives

Learn Advanced Tax Advisory

Within the first 90 days, successfully transition from a compliance‑focused role to a strategic advisor by mastering the firm’s advanced tax planning methodologies. You will take ownership of a portfolio of 5‑7 high‑value clients, actively participate in strategy meetings, and independently develop tax projection models that identify a minimum of $250,000 in potential annual savings for your assigned clients, receiving a client satisfaction score of 90% or higher based on proactive communication and actionable advice.

Drive Measurable Client Tax Savings

By the end of month six, lead the implementation of foundational and advanced tax reduction strategies for your client portfolio, resulting in a documented average client tax savings of 15‑20% compared to their prior tax position. This includes collaborating with the tax compliance team to ensure all strategies are executed flawlessly, elections are filed correctly, and clients remain fully compliant while maximizing their financial benefits.

Over the first year, contribute to the firm’s growth by dedicating approximately 10% of your time to coaching and mentoring junior staff on client engagements and technical tax strategies. You will lead at least two internal training sessions on a specialized tax topic, improving the overall skill level of the team and helping to standardize best practices for client advisory and communication.

Responsibilities

• Coach clients on tax deduction strategies
• Assist clients through implementing & maintain foundational tax reduction strategies while maintaining compliant practices
• Advise clients on advanced tax reduction strategies, investments & decisions
• Projecting tax implications of strategies, events and key decisions
• Collaborate with tax compliance team to ensure effective reporting & tax elections align with clients’ tax position
• Coach staff on client engagements
• Maintain proactive & regular communication with clients
• Occasional assistance with tax return review when needed

Who We're Looking For...

You’re not average. You’re not here for “just experience.” You’re hungry, gritty, disciplined, growth‑minded, and LOVE learning about taxes.

You follow instructions, take feedback, and meet deadlines without excuses.

Requirements

Within reach of Atlanta

At least CPA or EA

Minimum of 2 years’ experience in tax

Base Pay: Starting at $100,000 + 10K Retention Bonus

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Vision insurance