Tax Advisor

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🕒 January 6

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TrueBooks CPA

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

💸 Finance

🏠 Real Estate

🤝 B2B

Finance • Real Estate • B2B

TrueBooks CPA is a specialized certified public accounting firm that helps high-income W-2 earners, real estate investors, and entrepreneurs minimize tax liabilities and make strategic financial decisions. They provide tax planning, tax preparation, bookkeeping, payroll, and accounting services, plus an online Tax Hub with courses, live calls, and templates to support clients. TrueBooks emphasizes proactive tax strategy, industry-specific expertise (notably real estate and short-term rental investors), and uses a client portal and onboarding process to deliver personalized, ongoing advisory and compliance services.

📋 Description

• Meet with clients to assess their financial situation, understand their financial goals, and ascertain their tax obligations • Analyze client’s financial data to evaluate their tax obligations, and develop tailored tax planning strategies to minimize their tax liabilities within the confines of the law • Provide expert advice on various tax strategies such as income shifting, tax credits, deductions, tax deferrals, retirement planning, and other tax-saving methods • Guide clients through the implementation process of the tax-saving strategies, ensuring they understand the necessary steps and legal requirements • Conduct in-depth analyses to estimate the potential tax savings for clients through the implementation of recommended strategies and help them make informed decisions • Stay current with the latest tax laws, regulations, and trends to ensure client’s tax strategies are compliant and maximize benefits under prevailing tax codes • Assist clients in maintaining proper records and documentation required for tax filing and compliance purposes • If required, assist clients with preparing and submitting their tax returns, ensuring accuracy and adherence to tax regulations • Regularly educate clients on tax-related topics and how changes in tax laws might affect their financial situation and tax planning strategies • Evaluate the risks associated with different tax strategies and communicate them to clients so they can make informed decisions • Build and maintain strong client relationships through excellent service and by keeping clients informed of pertinent tax information • Pursue continuing education to keep abreast of changes in tax law and best practices in tax planning and advisory services

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field • A Master’s degree in Taxation is preferred • CPA, EA, or CTP designation is desirable • A minimum of 2-5 years of experience in tax advisory, tax planning, or a related role • Comprehensive knowledge of tax laws, regulations, and best practices • Excellent analytical and problem-solving skills • Strong interpersonal and communication skills • Ability to work independently and as part of a team • Proficiency in tax preparation software and other relevant financial applications • High ethical standards and professionalism • Commitment to continuous professional development

🏖️ Benefits

• Dental insurance • Flexible schedule • Health insurance • Paid sick time • Paid time off • Vision insurance • Work from home