Senior Tax Strategist

Job not on LinkedIn

🕒 March 24

🏄 California – Remote

🏄 California – Remote

💵 $120k - $140k / year

⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 54%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• 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

🎯 Requirements

• 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.)

🏖️ 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