Senior Tax Strategist - Remote
16 hours ago
Job description
We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company's strategic planning mission. The ideal candidate will have significant experience managing complex taxation matters, a proven ability to develop new tax-saving strategies, and strong leadership skills to supervise a team of tax professionals. The role serves as the lead advisor for high net worth clients, turning sophisticated tax law into proactive, wealth growing financial plans. The Senior Tax Strategist will lead a Tax Advisory pod, under the direction and supervision of the President.
Minimum Qualifications
- 5+ years of progressive experience in tax strategy, advisory, or public accounting, with a dedicated focus on business entity and high-net-worth individual taxation
- Bachelor's degree in Finance, Accounting, Taxation, or a related field is required; Master's is preferred
- Enrolled Agent license is required; a CPA is a plus
- Expert, demonstrable knowledge in multiple complex areas related to corporate and personal tax planning strategies
- Advanced proficiency with efficiency, workflow, communication, and tax planning and preparation software (G-Suite, Canopy, CS Planner, UltraTax, Slack, Zoom, etc.)
Key Responsibilities
- Act as the primary strategic relationship owner for a dedicated portfolio of high-net-worth clients, managing their overall expectations regarding tax strategy and execution
- Lead high-level client meetings to present complex 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 complex technical questions
- Proactively conceive, design, and implement advanced, proprietary tax strategies to significantly reduce clients' overall tax liability
- Review complex 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 related to complex 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 develop responsible strategies
- Identify opportunities for expanded advisory services within the existing client base
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 complex 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 complex deadlines and organize client documentation
- Meticulous commitment to accuracy and precision in all 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 articulate complex technical concepts with confidence and clarity to clients and non-technical individuals
- Proven skill in executing complex 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, vision, life, and voluntary life insurance
- 401(k) with company match
- Paid vacation and sick days
- Paid holidays
- Continuing education
- Teambuilding events
Similar jobs
This is a high-impact strategic leadership opportunity to own and optimize the global tax function for one of the fastest-growing SaaS companies in the world NinjaOne. · ...
2 weeks ago
The Product Strategist team comprises mortgage industry veterans who combine deep industry knowledge with intimate familiarity with Valon's proprietary SaaS platform to deliver success for our end customers. · ...
1 week ago
We are seeking a highly skilled and detail-oriented legal professional to join our team as Private Wealth Counsel. · Conduct detailed reviews and provide clear and concise summaries of estate plans for UHNW clients. · Provide full product life-cycle counseling. · ...
1 week ago
We're supercharging the clean economy by connecting counterparties, providing market intelligence, and streamlining transactions on Crux's capital platform for the clean energy finance industry. · ...
1 week ago
We're supercharging the clean economy: Crux is the capital platform for the clean economy. We want to work on a team where people support each other - in their growth, in their work. · 3-5 years proven experience in writing-heavy roles tied to finance, fintech, · & and/or clean e ...
1 month ago
We are looking for a seasoned Senior Data Engineer to lead the evolution of our data infrastructure. This is a high-impact role designed for a self-starter who thrives in autonomous environments. · ...
6 days ago
We are looking for an experienced Account Executive who has experience selling into multi-location brands to identify new business opportunities in identified regions of North America. · Generate business plans to define your business strategies and tactics · Consistently identif ...
1 month ago
· Muck Rack is the leading SaaS platform for public relations and communications professionals. Our mission is to enable organizations to build trust, tell their stories, and demonstrate the unique value of earned media. Muck Rack's AI-powered, comprehensive, and integrated plat ...
16 hours ago
+We are looking for a Senior Website Strategist to join our Marketing team. · Cross-Functional Bridge Building: Act as the primary conduit between Marketing and Growth Product teams. · ...
1 week ago
We're looking for a Senior Website Growth Strategist who can demystify the 'black box' between visitor arrival and trial activation/conversion. · Responsibilities include:Cross-Functional Bridge Building: Act as the primary conduit between Marketing and Growth Product teams,Web-t ...
1 week ago
Muck Rack is seeking a proactive Customer Onboarding Strategist to join their team in facilitating customer onboarding process for mid-market customers. · ...
5 days ago
· SOCi, the leader in AI-powered marketing solutions for multi-location businesses, is currently looking for an experienced Account Executive who has experience selling into multi-location brands to identify new business opportunities in identified regions of North America. We a ...
16 hours ago
+Sprout Social is looking for a motivated, creative, and adaptable Manager,Content Operations to lead content excellence and operational efficiency across our content ecosystem. · +Build foundational processes enabling high-quality storytelling ensuring our content engine can sca ...
1 week ago
We are seeking a Senior Wealth Strategist - Insurance to join our growing Insurance Solutions team supporting our high-net-worth and ultra-high-net worth segments (Ascend and Regis). The Insurance Solutions team supports Wealth Advisors and their clients by providing a fiduciary ...
1 week ago
In this role, you will: · Lead the organizational transition of the UX team from engineering to product. · ...
1 week ago
Sprout Social is looking for a motivated manager to lead content excellence and operational efficiency across our content ecosystem. · ...
6 days ago
We're supercharging the clean economy by building stable and scalable service delivery systems that support Crux's growth while continually optimizing for customer satisfaction. · ...
6 days ago
We're supercharging the clean economy by building automation-first infrastructure across our Investment Products business lines. · ...
6 days ago
We're looking for a strategic executor – a Head of Finance who not only understands the financial landscape but knows how to drive the business forward. · ...
1 week ago
Veeam believes businesses should control all their data whenever and wherever they need it. · Responsibilities · Own pipeline targets across Enterprise and Volume segments · Forecast pipeline contribution, coverage ratios, and ROI across all digital channels. · ...
6 days ago