Tax Specialist

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🕒 March 24

🏄 California – Remote

🏄 California – Remote

💵 $70k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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Tax Alchemy

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💼 Consulting

💸 Finance

🏠 Real Estate

Consulting • Finance • Real Estate

Tax Alchemy is a tax strategy and advisory firm that teaches business owners, entrepreneurs, and real estate investors how to significantly reduce their tax bills through advanced, IRS-compliant planning and hands-on implementation. The company specializes in entity structuring, cost segregation, depreciation strategies, 1031 exchanges, tax-advantaged retirement planning, and comprehensive tax strategy analysis, and it provides ongoing execution support, tax filing for advisory clients, and training for CPAs. Tax Alchemy targets high-income individuals and businesses with flat-rate advisory engagements and a guarantee that clients will save more than the fee paid.

📋 Description

• Build, execute, and document individual tax plans for high net worth clients and business owners • Draft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for review • Assist in the review of complex individual and business tax returns to ensure planning strategies have been implemented • Conduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidance • Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are met • Communicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and concisely • Actively participate in continuous professional education to maintain technical expertise and stay current with legislative changes • Contribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation

🎯 Requirements

• 2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses • Bachelor’s degree in Accounting, Finance or a related field • Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred • Advanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.) • Knowledge of corporate and personal tax planning strategies

🏖️ 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