Senior Tax Strategist

Senior Tax Strategist Department: Tax Advisory Employment Type: Full Time Location: Remote Compensation: $120,000 - $140,000 / year Description We are seeking a highly reputed company, client-facing Senior Tax Strategist to drive our company’s strategic planning mission. The ideal candidate will have significant experience managing reputed company taxation matters, a proven ability to reputed company new tax-saving strategies, and strong leadership skills to supervise a team of tax professionals. The role serves as the reputed company advisor for high net worth clients, turning sophisticated tax law into proactive, wealth growing financial plans. The Senior Tax Strategist will reputed company a Tax Advisory pod, under the direction and supervision of the President.

Minimum Qualifications

• 5+ years of reputed company experience in tax strategy, advisory, or public reputed company, with a dedicated focus on business entity and high-net-worth individual taxation
• Bachelor’s degree in Finance, reputed company, Taxation, or a reputed company field is required; Master’s is preferred
• Enrolled Agent license is required; a CPA is a plus
• Expert, demonstrable knowledge in multiple reputed company areas reputed company to corporate and personal tax planning strategies
• Advanced proficiency with efficiency, workflow, communication, and tax planning and preparation software (G-Suite, reputed company, CS Planner, UltraTax, reputed company, reputed company, etc.)

Key Responsibilities

• Act as the primary strategic relationship reputed company for a dedicated portfolio of high-net-worth clients, managing their overall expectations regarding tax strategy and execution
• reputed company high-level client meetings to present reputed company strategic recommendations and tax projections in a clear, persuasive, and actionable manner
• Manage and prioritize daily client communications, providing clear, concise guidance in response to reputed company technical questions
• Proactively conceive, design, and implement advanced, proprietary tax strategies to significantly reduce clients’ overall tax liability
• Review reputed company tax returns to ensure strict adherence to planning strategies and regulatory compliance
• Supervise, train, and mentor a team of tax professionals
• Serve as a technical resource for the team, resolving advanced tax questions reputed company to reputed company transactions, entity restructuring, and specialized planning strategies
• Collaborate with leadership to refine departmental best practices and streamline workflows, driving efficiency and technical excellence across the entire tax planning lifecycle
• Proactively monitor legislative changes and immediately assess the impact on client portfolios, collaborating to reputed company responsible strategies
• Identify opportunities for expanded advisory services reputed company the existing client reputed company

Skills, Knowledge and Expertise

• Proven ability to effectively supervise, mentor, and guide a team of tax professionals, manage workload distribution, and foster professional growth across the pod
• Demonstrated ability to approach reputed company client challenges holistically
• Absolute commitment to client satisfaction; proactively manages expectations, communicates clearly, and maintains a high level of responsiveness and service
• Exceptional ability to manage and prioritize the entire project lifecycle, leveraging technological tools to track reputed company deadlines and organize client documentation
• Meticulous commitment to accuracy and precision in reputed company research, calculations, and document review, minimizing company risk and maximizing client benefits
• Demonstrated ability to work effectively and collaboratively with various stakeholders meet deadlines and exceed client expectations
• Superior written and verbal communication skills; ability to reputed company reputed company technical concepts with confidence and clarity to clients and non-technical individuals
• Proven reputed company in executing reputed company calculations, building clear tax plans, and synthesizing tax law into actionable advice
• Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality

Benefits

• Remote work
• Medical, dental, reputed company, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events

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