Senior Tax Strategist

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🕒 Março 24

🏄 California – Remoto

🏄 California – Remote

💵 $120.000 - $140.000 / ano

⏰ Tempo Integral

🟠 Sênior

💰 Tributário

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Tax Alchemy

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2020

💼 Consultoria

💸 Finanças

🏠 Imobiliário

Consulting • Finance • Real Estate

A Tax Alchemy é uma firma de estratégia tributária e consultoria que ensina empresários, empreendedores e investidores imobiliários a reduzirem significativamente suas contas de impostos por meio de planejamento avançado, em conformidade com o IRS, e implementação prática. A empresa é especializada em estruturação de entidades, segregação de custos, estratégias de depreciação, trocas 1031, planejamento de aposentadoria com vantagens fiscais, e análise abrangente de estratégias tributárias. Além disso, oferece suporte contínuo à execução, serviços de declaração de impostos para clientes consultivos e treinamento para contadores. A Tax Alchemy atende indivíduos e empresas de alta renda com acordos de consultoria a preços fixos e garante que os clientes economizarão mais do que a taxa paga.

Descrição

• 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

🎯 Requisitos

• 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.)

🏖️ Benefícios

• 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