~5mo ago

Senior Tax Strategist

United States·IrvineRemoteFull Timesenior

Finance & AccountingOtherStrategistTax

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Quick Summary

Overview

**Applications will be reviewed on a rolling basis**We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission.

Technical Tools

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**Applications will be reviewed on a rolling basis**

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.)