
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.
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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.
• Project Management • Run cross-company initiatives end-to-end: scoping, timelines, stakeholders, delivery • Translate leadership's strategic priorities into executable project plans with clear owners and deadlines • Keep multiple workstreams moving in parallel without dropping balls • Surface blockers early and drive resolution • Systems Ownership (Notion, GHL, Canopy, etc.) • Architect and maintain our Notion workspace: databases, dashboards, SOPs, project trackers • Build and optimize GoHighLevel workflows, pipelines, automations, and integrations • Evaluate and onboard new platforms as the business needs them (Make, Zapier, Airtable, internal tools) • Document everything so the team can actually use what you build • AI Integration • Identify workflows ripe for AI automation across client work, internal ops, and CS • Build and prompt-engineer AI agents, GPTs, and Claude projects for repeatable tasks • Stay current on LLM tooling (Claude, ChatGPT, Gemini, n8n, Zapier AI) and bring back what is useful • Treat AI as a force multiplier baked into every system you design, not a separate initiative • Data & Reporting • Build and maintain dashboards that give leadership clear visibility into each operating company’s performance (Tax Alchemy, DMG, etc.) • Define the KPIs that matter for each business unit and the cadence they’re reported on (weekly scorecards, monthly business reviews, quarterly leadership decks) • Pull, clean, and reconcile data across platforms (Notion, GHL, QuickBooks, spreadsheets, internal tools) into a single source of truth • Use the right tool for the job — Google Sheets and Excel for fast iteration, BI tools (Looker Studio, Metabase, or similar) for durable reporting • Turn data into decisions: flag trends, surface anomalies, and bring recommendations — not just dashboards
• 3-5 years managing systems at a small-to-mid sized company (professional services, agency, or SaaS) • High degree of fluency in Notion and GoHighLevel • Expertise using, prompting, and building workflows with AI LLMs like ChatGPT and Claude • Comfortable building dashboards, analyzing spreadsheets, understanding data • Background in tax, accounting, or financial services operations preferred • Experience with intercompany or shared services structures would be ideal
• Work from home • Medical, dental, vision, life and voluntary life insurance • 401(k) with company match • Paid vacation and sick days • Paid holidays
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