Tax Pro Advisor

Job not on LinkedIn

🔥 1 minute ago

🏄 California – Remote

🏄 California – Remote

💵 $80k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 14%

What it means: the chance that no one is really hiring for this job.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.

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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

• Lead and oversee a team of tax professionals, assigning work and balancing workloads to meet client needs and deadlines • Provide technical guidance, coaching, and feedback to support team performance and professional development • Audit and review tax plans, projections, research, and supporting documentation for accuracy, completeness, applicable tax requirements, and alignment with client objectives • Identify unsupported assumptions, calculation errors, implementation gaps, and potential tax risks; ensure necessary corrections are completed before delivery • Monitor engagement progress, resolve routine issues, and escalate complex technical matters or significant client concerns to the Senior Tax Strategist • Support onboarding, training, and performance evaluations • Improve workflows, documentation standards, and quality review procedures • Serve as the primary advisor for an assigned client portfolio, overseeing communications, expectations, and planning engagements • Lead quarterly client meetings to review financial information, identify tax-saving opportunities, and explain recommendations clearly • Evaluate clients’ business objectives, major transactions, investments, and family wealth structures to develop appropriate tax planning recommendations • Guide the development and implementation of individual and business tax strategies, including entity structuring, transaction planning, disposition analysis, and year-end projections • Conduct and review federal and multistate tax research, documenting conclusions and supporting authority • Coordinate with the Senior Tax Strategist on complex strategies and obtain required review before presenting or implementing recommendations • Track implementation and follow through on agreed-upon action items with clients, internal teams, and external professionals • Ensure timely, thorough responses to client communications across the team • Maintain accurate client records, engagement status, tasks, and deadlines in the CRM • Oversee preparation of clear planning summaries and supporting documentation for client reference • Identify and address service concerns to maintain strong client relationships • Handle confidential client and company information with discretion and integrity

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or a related field • Active CPA license and/or Enrolled Agent credential required • At least five years of progressive tax experience, including substantial tax planning or advisory work with high-net-worth individuals and/or entrepreneurial businesses • Demonstrated experience leading teams of tax professionals, delegating assignments, coaching staff, and overseeing engagement quality and deadlines • Experience auditing and reviewing individual and business tax plans, validating calculations and technical positions, identifying risks, and ensuring corrective action • Demonstrated experience overseeing client relationships and multiple tax engagements • Strong knowledge of individual, pass-through entity, and corporate taxation, including federal and multistate planning considerations • Hands-on UltraTax experience required • Proficiency with tax research, planning, and workflow tools, including CS Planner, Google Workspace, Slack, and CRM systems • Ability to lead a team while remaining actively involved in client engagements • Strong attention to detail when auditing tax plans and reviewing supporting documentation • Sound technical judgment, including recognizing when additional review or escalation is needed • Ability to translate complex tax issues into practical recommendations for nontechnical audiences • Strong organization, delegation, and project oversight skills • Clear, confident written and verbal communication • Ability to provide constructive feedback and hold team members accountable for quality and deadlines • Initiative and follow-through in a remote work environment

🏖️ 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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