Tax Strategist

Pennywise Tax Strategies; United States; Remote; USD 75,000 - 90,000; Full time

Job summary

Join a forward-thinking firm that is redefining the role of tax accountants into trusted advisors. As a Tax Strategist, you will leverage your CPA expertise to develop innovative tax strategies that minimize liabilities and maximize wealth for small business clients. This role offers the opportunity to work closely with clients year-round, helping them navigate the complexities of tax laws while ensuring their financial success. With a commitment to continuous learning and collaboration, you will be part of a dynamic team that values your contributions and encourages professional growth. If you're passionate about entrepreneurship and innovation in tax strategy, this is the perfect opportunity for you.

Qualifications

• Must be a CPA with at least 5 years of tax strategy experience.
• Exceptional analytical skills and strong communication abilities required.

Responsibilities

• Identify and implement innovative tax strategies for diverse clients.
• Research tax laws and provide expert advisory services.

Skills

Tax Strategy

Compliance

Analytical Skills

Communication Skills

Tax Software Proficiency

Education

Certified Public Accountant (CPA)

Tools

Tax Software

Job description

Small Business Advocate, Tax Strategist, CPA

Do you feel like there’s something missing in your current tax role? Could you add more value to your client's lives than just filling out tax forms? Do you hate the pressure and intensity of the busy season? What if you could work with clients interested in proactively approaching their taxes? Imagine a world where your clients work with you throughout the year, and you can show them how much money you help put into their pockets. They’re actually grateful for the work you did. Well, imagine no longer. Such a place exists.

About Us:
At Pennywise Tax Strategies, we are not just a tax preparation firm; we help small business owners take control of their income taxes and find hope for businesses supporting their professional mission and personal goals. Our team is driven by passion, expertise, and the desire to redefine “tax accountant” into “trusted advisor.” We are building a team of trusted advisors to guide our small business clients through the planning, implementation, and filing of their income taxes with tax planning that supports both their business and life in accordance with the law.

The Role:
Do you believe in Entrepreneurship? Are you a CPA who enjoys learning about new tax laws and implementing them to help your clients? If so, you might be the type of Tax Strategist we seek! In this role, you'll leverage your expertise to identify innovative tax strategies that minimize tax liabilities and maximize wealth for clients from the planning stage through implementation and documentation to the final tax returns of the clients.

Responsibilities:

1. Identify and implement cutting-edge tax strategies for a diverse portfolio of clients.
2. Stay ahead of the curve with continuous research on tax laws, regulations, and best practices.
3. Provide expert tax planning and advisory services tailored to each client's unique needs.
4. Collaborate with our financial advisors and wealth management team to deliver holistic solutions.
5. Represent clients in tax audits and liaise with tax authorities as needed.
6. Mentor fellow team members and foster a culture of continuous learning and innovation.

Qualifications:

1. A Certified Public Accountant (CPA) designation is a must. The license must be active, and it is ideal to have active licenses in multiple states.
2. Minimum of 5 years of experience in tax strategy, planning, and compliance.
3. Proven track record of developing and implementing successful tax strategies.
4. Exceptional analytical skills and attention to detail.
5. Strong communication skills with the ability to explain complex tax concepts clearly.
6. Proficiency in tax software and technology-driven solutions.
7. A proactive, problem-solving mindset with a passion for innovation.

Compensation:
$75,000 - $90,000 per year