Senior Tax Strategist

Job overview

The Senior Tax Strategist role is described as hybrid remote, with compensation of $120,000–$140,000 per year. The role leads a Tax Advisory pod under the President and advises high-net-worth clients on tax strategy and planning.

What you'll do

• Own strategic relationships for a portfolio of high-net-worth clients
• lead meetings presenting tax recommendations and projections
• respond to client questions
• develop and implement tax strategies
• review complex tax returns for compliance with planning
• supervise, train, and mentor tax professionals
• advise the team on complex tax matters
• improve departmental practices and workflows
• monitor legislative changes and assess their impact
• and identify opportunities for expanded advisory services.

What we're looking for

Skills & competencies

senior tax strategist

tax planning

tax advisory

high-net-worth clients

tax alchemy

hybrid remote

enrolled agent

tax strategy

team leadership

client advisory

$120k–$140k/year

continuing education

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

The role requires an Enrolled Agent license and a bachelor's degree in finance, accounting, taxation, or a related field; a master's degree and CPA are preferred.

About the employer

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