Tax Strategy Advisor for Businesses (Flexible Schedule)

Quartermaster Tax Management; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible schedule

Health and retirement benefits

Professional development and training

Career advancement opportunities

Job summary

Quartermaster Tax Management is seeking a Business Consultant – Tax Strategies to educate business owners, ask thoughtful questions, and build long-term relationships. You will identify opportunities to legally reduce tax burdens and connect clients with proven tax strategies that can make a significant financial impact.

In this consultative role you will conduct discovery meetings, present tax planning solutions, collaborate with internal tax specialists, and develop a robust pipeline of

Qualifications

• Bachelor's degree or practical experience in business, accounting, finance, or tax planning.
• Strong consultative selling and relationship-building skills.
• Excellent communication and presentation skills.
• Comfortable speaking with business owners and executives.
• Self-motivated with strong organizational and time-management abilities.

Responsibilities

• Conduct discovery meetings to understand each client's business and financial objectives.
• Educate prospective clients on available tax planning solutions.
• Coordinate with internal tax specialists throughout the client engagement process.
• Develop and maintain a pipeline of qualified business opportunities.
• Represent the company professionally in networking and business development activities.

Skills

Consultative selling

Relationship building

Communication

Presentation skills

Time management

Self-motivated

Education

Bachelor's degree or practical experience in business, accounting, finance, or tax planning

Job description

Quartermaster Tax Management is seeking a Business Consultant – Tax Strategies to educate business owners, ask thoughtful questions, and build long-term relationships. You will identify opportunities to legally reduce tax burdens and connect clients with proven tax strategies that can make a significant financial impact.

In this consultative role you will conduct discovery meetings, present tax planning solutions, collaborate with internal tax specialists, and develop a robust pipeline of