Tax Professional

Job overview

The Tax Professional role is listed in Irvine, CA, and the posting specifies fully remote work; compensation is $75,000–$100,000 per year. Tax Alchemy’s Tax Advisory team works with clients on tax planning for strategic wealth planning. The professional serves as a primary contact for a client portfolio, leads planning discussions, researches tax issues and coordinates strategies with clients and colleagues. The role helps clients evaluate tax-saving opportunities and execute business and personal tax plans.

What you'll do

• Manage client communications and expectations
• lead quarterly client meetings and calls
• review financial data and identify tax-saving opportunities
• research federal and multistate tax issues and document findings
• coordinate tax-planning strategies, including entity restructuring, disposition analysis, transaction planning and year-end projections
• maintain CRM records and deadlines
• draft client deliverables
• improve client-experience systems.

What we're looking for

Skills & competencies

tax professional

tax planning

tax advisory

client portfolio

high-net-worth clients

business tax

personal tax

ea or cpa

fully remote

tax alchemy

$75k–$100k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Remote work
• medical, dental, vision, life and voluntary life insurance
• 401(k) with company match
• paid vacation, sick days and holidays
• continuing education
• team-building events.

Why this role

The posting requires an EA and/or CPA license and experience with high-net-worth individuals or entrepreneurial businesses.

About the employer

Tax Alchemy is hiring for this role. Industry: Tax Preparation Services. Sector: 54.