Tax Alchemy
11 - 50 employees
Founded 2020
💸 Finance
🏠 Real Estate
🤝 B2B
Finance • Real Estate • B2B
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.
Senior Tax Strategist
Job not on LinkedIn
🕒 March 24
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Tax Alchemy
11 - 50 employees
Founded 2020
💸 Finance
🏠 Real Estate
🤝 B2B
Finance • Real Estate • B2B
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
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