Tax Planner

This is a remote position.

Job Title : Tax Planner

Location : Fully Remote

Job Type : Full-Time Direct Hire

Salary : $150K DOE

Success in This Role Means :

Clients feel informed empowered and confident in their tax strategies

Tax plans and reviews are completed accurately proactively and on time

Opportunities for tax savings are spotted well before deadlines

Internal team and systems are elevated through your contributions

You bring clarity to complexity translating nuanced tax concepts into clear guidance

Core Values :

Genuine Care : We build real relationships through empathy and honesty

Communication : Clarity and transparency in every conversation

Speed to Learning & Implementation : Fast learners action-takers and solution-finders

Fun Tax Energy (FTE) : We bring energy and passion into everything we do tax planning included

Requirements

Must-Haves :

CPA or Tax Attorney license

37 years of experience with a strong foundation in tax return preparation and review

Interest and capability in tax strategy IRS representation and client-facing advisory

Strong communication skills must be comfortable explaining complex tax strategies clearly to clients

Proven ability to review tax returns handle tax planning engagements and support IRS notices / calls

Open to learning evolving with internal systems and participating in process improvement

Key Responsibilities :

Review client tax returns for accuracy and planning opportunities

Design and implement proactive tax strategies tailored to small businesses real estate investors and high-income individuals

Lead IRS-related communications and client representation during audits or disputes

Collaborate with the internal team to ensure planning is aligned with compliance and bookkeeping

Regularly meet with clients to present strategy explain rationale and answer questions

Identify mid-year opportunities for adjustments and ensure timely delivery of planning deliverables

Stay up to date on evolving tax law especially within the small business and real estate sectors

Provide thoughtful feedback to improve internal planning systems and workflows

Benefits

Unlimited PTO Sick Days Health Insurance Collaborative Team Culture

Required Skills :

Required Qualifications 3 years of experience in bookkeeping accounting or financial record management. Proficiency in QuickBooks bank reconciliation and financial reporting. Strong understanding of accounting principles (US GAAP). Experience handling accounts payable accounts receivable and journal entries. Proficiency in Microsoft Excel (pivot tables formulas) and Google Sheets. Strong analytical problem-solving and attention-to-detail skills. Ability to manage multiple tasks meet deadlines and maintain accuracy.

Key Skills

GIS,JAWS,Military Experience,Business Management,Emergency Management,Joint Operations,Production Planning,Relationship Management,Strategic Planning,ERP Systems,Exercise Planning,MRP

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 150 - 150