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We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key aspect of this role is acting as the primary point of contact for all clients in the Tax Advisory team. The position will work with other members of the Tax Advisory team, under the direction and supervision of the Senior Tax Strategist.
Minimum Qualifications
3-5 years of experience in tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
Bachelor’s degree in Accounting, Finance or a related field
Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.)
Knowledge of corporate and personal tax planning strategies
Key Responsibilities
Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects
Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences
Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda
Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections
Respond to client communications thoroughly and timely using dedicated channels
Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines
Draft and update deliverable documentation for client reference and review
Develop systems and processes for enhancing client experience
Skills, Knowledge and Expertise
Proven ability to build and maintain trust-based relationships with clients, managing expectations and fostering loyalty
Superior ability to manage complex engagements, organize client documentation, track milestones, and ensure company-wide deadlines are met on assigned projects
Demonstrated skill in working collaboratively with internal teams and external stakeholders
Exceptional public speaking and written communication skills; ability to convey confidence and clarity when advising clients
Superior analytical skills required to interpret complex fact patterns and provide actionable recommendations
Proven ability to handle high-net work individual and business financial data with the utmost confidentiality and integrity
Self-motivated and capable of independently driving client engagements forward
Benefits
Remote work
Medical, dental, vision, life, and voluntary life insurance