Job Description:

• Lead client relationships built on proactive guidance and year-round tax-saving strategies.
• Analyze tax returns and financial data to spot opportunities before anyone else does.
• Implement tax strategies on entity structure, compensation, retirement planning, and deductions.
• Stay ahead of tax law changes and explain their impact to clients in plain language.
• Partner with our accounting team to make sure clients have seamless, full-service support.
• Help onboard new clients and make their first experience with us exceptional.

Requirements:

• EA or CPA REQUIRED – you must be licensed to represent clients.
• At least 3 years in tax strategy or advisory (more than just prep).
• Excellent communication—you’re comfortable on Zoom, in writing, and face-to-face.
• Confidence delivering complex advice clearly and decisively.
• Strong organizational skills—you can juggle multiple clients and timelines with ease.
• Familiarity with tax planning software (like Corvee, Tax Planner Pro) or strong Excel skills.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance
• Work from home