This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate directly with clients and planners to offer consultation and guidance on tax implications, liabilities, and strategies pertinent to clients’ financial plans

• Maintain effective and responsive communication with clients, planners, partners, and leadership

• Stay informed on accounting and tax issues as well as legislative updates

• Develop a more robust tax practice, which includes expanding the consulting team and implementing best practices among tax professionals

• Stay updated on emerging trends and best practices in the tax field, while taking the initiative in thought leadership, innovation, and creativity

• Work closely with partners to outline and implement new enhancements to tax services

• Establish comprehensive tax standards and practices that comply with regulatory requirements

⛳️ Requirements

• Bachelor’s degree or higher in accounting

• CPA/EA/LLM in good standing with a clean regulatory history

• Over 7 years of experience in tax planning and preparation, particularly in investment taxation, retirement plan optimization, and equity compensation

• Preferred experience with a Registered Investment Advisor (RIA) or wealth management firm

• Excellent interpersonal skills, encompassing both verbal and written communication

• Demonstrated success in fostering client relationships

• Capability to thrive in a fast-paced environment and efficiently meet deadlines

• Familiarity with tax planning software; experience with Holistiplan is preferred

• Prior experience in a leadership role is preferred

• Some travel (5–10%) may be necessary