Tax Specialist
Tax Alchemy
- Irvine, California, United States
- Irvine, California, United States
Über
Department: Tax Advisory
Employment Type: Full Time
Location: Remote
Compensation: $70,000 - $100,000 / year
Description
**Applications will be reviewed on a rolling basis**
We are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful candidate will possess expertise in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key responsibility will be the ability to synthesize complex client data to create comprehensive tax plans, which serve as a primary client deliverable. This position will collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist.
Minimum Qualifications
2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businessesBachelor's degree in Accounting, Finance or a related fieldAdvanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferredAdvanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.)Knowledge of corporate and personal tax planning strategies
Key Responsibilities
Build, execute, and document individual tax plans for high net worth clients and business ownersDraft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for reviewAssist in the review of complex individual and business tax returns to ensure planning strategies have been implementedConduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidanceOrganize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are metCommunicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and conciselyActively participate in continuous professional education to maintain technical expertise and stay current with legislative changesContribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation
Skills, Knowledge and Expertise
Demonstrated ability to approach complex client challenges holistically, designing comprehensive, forward-thinking solutionsExceptional ability to manage and prioritize multiple planning engagements and organize voluminous client documentationMeticulous commitment to accuracy and precision in all research, calculations, and document drafting, minimizing errors in strategy execution and final client deliverablesStrong written and verbal communication skills; ability to articulate technical concepts clearly to colleagues and clientsDemonstrated ability to work effectively and collaboratively with internal and external teams to ensure smooth process executionProven skill in executing complex calculations, building clear financial projections, and synthesizing tax law into actionable adviceMaintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality
Benefits
Remote workMedical, dental, vision, life, and voluntary life insurance401(k) with company matchPaid vacation and sick daysPaid holidaysContinuing educationTeambuilding events
Sprachkenntnisse
- English
Hinweis für Nutzer
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