Tax Pro

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🔥 45 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $75k - $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

• Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects • Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences • Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies • Conduct in-depth research on technical tax issues, including federal and multi-state matters, and document findings in formal memoranda • Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections • Respond to client communications thoroughly and timely using dedicated channels • Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines • Draft and update deliverable documentation for client reference and review • Develop systems and processes for enhancing client experience

🎯 Requirements

• 3–5 years of experience in tax accounting, tax consulting, or tax planning, focused on high-net-worth individuals and/or entrepreneurial businesses • Bachelor’s degree in Accounting, Finance, or a related field • Advanced qualification such as EA or CPA in progress is a plus; completion is preferred • Familiarity with efficiency, workflow, communication, and tax preparation software, including G-Suite, Slack, CRM platforms, CS Planner, and UltraTax • Knowledge of corporate and personal tax planning strategies • Ability to build and maintain trust-based client relationships and manage expectations • Ability to manage complex engagements, organize client documentation, track milestones, and meet company-wide deadlines • Ability to collaborate with internal teams and external stakeholders • Exceptional public speaking and written communication skills • Superior analytical skills to interpret complex fact patterns and provide actionable recommendations • Ability to handle high-net-worth individual and business financial data with confidentiality and integrity • Self-motivated and capable of independently driving client engagements forward

🏖️ 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