RETS Pod Tax Strategist (Fully Remote – U.S.)
Wertz & Associates$130K – $150K per yearUnited States only
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- OPEN POSITION
- RETS Pod Tax Strategist (Fully Remote – U.S.)
- Salary: $130,000 – $150,000
- Location: Fully Remote (U.S.-based)
- Type: Full-Time
- High-impact, client-facing strategy role
About the Opportunity
We're partnered with a modern, forward-thinking CPA firm building out a specialized Real Estate Tax (RETS) Pod — focused entirely on real estate investors, advanced tax strategy, and high-level client advisory work.
- This is not a compliance-heavy role.
- This is a strategy-first position for someone who thrives in client conversations, enjoys solving complex tax problems, and wants to operate at a high level.
What Makes This Unique
- Strategy-first (not just return prep)
- Lead high-level client advisory sessions + tax planning
- Work across real estate + advanced/niche strategies
- Be part of a new, growing specialized group you'll help shape
- Clear path: Manager Senior Manager Partner
What You'll Be Doing
- Lead tax strategy sessions and advisory engagements
- Guide clients through real estate and advanced tax planning
- Analyze STR strategy, REPS, cost seg, and investment structures
- Stress-test strategies and deliver real-world tax outcomes
- Serve as a trusted advisor on complex decisions
- Support tax season prep alongside the RETS Pod team
- Help shape processes within a growing specialized practice
Qualifications
- CPA or EA (required)
- 5+ years of public accounting experience
- Strong client-facing + advisory experience
- Deep understanding of real estate / advanced tax strategies
- Ability to translate complex ideas into clear client guidance
- Comfortable leading difficult, high-stakes financial conversations
Why This Role
- True advisor position (not just compliance work)
- Work directly with high-level, sophisticated clients
- Exposure to advanced tax strategies across multiple asset classes
- Fully remote with a modern, growth-focused firm
- Real career acceleration into leadership / partner track
Bottom Line
If you're someone who gets pulled into the toughest tax conversations and enjoys helping clients make smarter decisions — this is a chance to step into a true strategist role and own that space.
Originally posted on Himalayas
Apply now
Opens the original posting on Himalayas.
Apply nowSource: Himalayas