Tax Strategist
Are you interested in starting your career as a tax strategist who can help change the lives of clients?
We are one of the nation's leading CPA Firms specializing in tax filing and tax planning for real estate investors nationwide. In fact, our client base is made up of some of the most well-known names in the real estate industry. This position offers the opportunity to work with a close group of fun and supportive colleagues to help provide client service, tax planning, tax research, and compliance services to our clients.
We are looking for someone excited to help work with clients on how to use real estate investing to save on taxes. The ideal candidate is someone detail-oriented, a multi-tasker, a self-starter, and someone who has world-class communication skills.
You should be:
Someone who is seeking to grow and be challenged professionally
Candidate with at least a Bachelor’s Degree (Masters in Taxation a plus)
CPA Licensed or CPA Candidate a plus
Prior Experience in taxation (real estate-related taxes a plus)
Able to manage multiple client engagements and multi-task efficiently
Able to demonstrate excellent analytical, organizational, project management, oral, and written communication skills
Able to maintain client relationships and identify planning opportunities for clients
Responsibilities include:
Review and analysis of tax returns for high net-worth individuals and closely held companies (1040, 1065, 1120S, 990-T, etc)
Research tax issues and draft technical correspondence as it related to tax planning
Development and delivery of tax-saving strategies for real estate investors and closely held businesses
Maintenance of client relationships throughout the year
Applicant must be technically proficient in Microsoft Office.
QuickBooks, Lacerte, CCH Research experience a plus.
Pay + Benefits:
• $70,000 to $100,000 base compensation (DOE), plus bonus
• Overtime and sick pay
• 401(k) plan with profit sharing
• Flexible work schedule
• Over 30 days of paid vacation and firm holidays
• Health insurance
• Flexible work arrangement
• Firm-sponsored continuing education
Please submit your resume and cover letter. In your cover letter, please indicate your salary history and the salary you are currently seeking.
We look forward to connecting with you soon!
We are one of the nation's leading CPA Firms specializing in tax filing and tax planning for real estate investors nationwide. In fact, our client base is made up of some of the most well-known names in the real estate industry. This position offers the opportunity to work with a close group of fun and supportive colleagues to help provide client service, tax planning, tax research, and compliance services to our clients.
We are looking for someone excited to help work with clients on how to use real estate investing to save on taxes. The ideal candidate is someone detail-oriented, a multi-tasker, a self-starter, and someone who has world-class communication skills.
You should be:
Someone who is seeking to grow and be challenged professionally
Candidate with at least a Bachelor’s Degree (Masters in Taxation a plus)
CPA Licensed or CPA Candidate a plus
Prior Experience in taxation (real estate-related taxes a plus)
Able to manage multiple client engagements and multi-task efficiently
Able to demonstrate excellent analytical, organizational, project management, oral, and written communication skills
Able to maintain client relationships and identify planning opportunities for clients
Responsibilities include:
Review and analysis of tax returns for high net-worth individuals and closely held companies (1040, 1065, 1120S, 990-T, etc)
Research tax issues and draft technical correspondence as it related to tax planning
Development and delivery of tax-saving strategies for real estate investors and closely held businesses
Maintenance of client relationships throughout the year
Applicant must be technically proficient in Microsoft Office.
QuickBooks, Lacerte, CCH Research experience a plus.
Pay + Benefits:
• $70,000 to $100,000 base compensation (DOE), plus bonus
• Overtime and sick pay
• 401(k) plan with profit sharing
• Flexible work schedule
• Over 30 days of paid vacation and firm holidays
• Health insurance
• Flexible work arrangement
• Firm-sponsored continuing education
Please submit your resume and cover letter. In your cover letter, please indicate your salary history and the salary you are currently seeking.
We look forward to connecting with you soon!
