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.
Tax Pro
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
• 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 (federal and multi-state), documenting 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 with a focus on high net worth individuals and/or entrepreneurial businesses • Bachelor’s degree in Accounting, Finance or a related field • Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred • Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.) • Knowledge of corporate and personal tax planning strategies
🏖️ 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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