Tax Pro

Tax Alchemy

Tax Pro advising high-net-worth individuals and entrepreneurial businesses on strategic tax planning. Leading client engagements, technical research, and complex transaction strategies remotely.

Posted 8/5/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax strategy and planning for high-net-worth individuals and entrepreneurial businesses, with strong analytical skills to interpret complex financial data and provide actionable recommendations. Proficient in managing client relationships and communications while executing complex tax planning strategies.

Highest-signal resume keywords

Tax AccountingTax ConsultingTax PlanningClient Relationship ManagementPublic Speaking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Strategy DevelopmentFederal Tax ResearchMulti-State Tax IssuesEntity RestructuringTransaction PlanningYear-End Tax ProjectionsFinancial Data AnalysisDocumentation Drafting

Soft Skills

Trust-BuildingCommunicationCollaborationSelf-MotivationAnalytical Thinking

Tools & Technologies

G-SuiteSlackCRM PlatformsCS PlannerUltraTax

Certifications & Qualifications

EACPA

Industry Keywords

High-Net-Worth IndividualsEntrepreneurial BusinessesTax PreparationClient EngagementsFinancial Data Confidentiality

About the role

Key responsibilities & impact

Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects
Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences
Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies
Conduct in-depth research on technical tax issues, including federal and multi-state matters, and document findings in formal memoranda
Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections
Respond to client communications thoroughly and timely using dedicated channels
Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines
Draft and update deliverable documentation for client reference and review
Develop systems and processes for enhancing client experience

Requirements

What you’ll need

3–5 years of experience in tax accounting, tax consulting, or tax planning, focused on high-net-worth individuals and/or entrepreneurial businesses
Bachelor’s degree in Accounting, Finance, or a related field
Advanced qualification such as EA or CPA in progress is a plus; completion is preferred
Familiarity with efficiency, workflow, communication, and tax preparation software, including G-Suite, Slack, CRM platforms, CS Planner, and UltraTax
Knowledge of corporate and personal tax planning strategies
Ability to build and maintain trust-based client relationships and manage expectations
Ability to manage complex engagements, organize client documentation, track milestones, and meet company-wide deadlines
Ability to collaborate with internal teams and external stakeholders
Exceptional public speaking and written communication skills
Superior analytical skills to interpret complex fact patterns and provide actionable recommendations
Ability to handle high-net-worth individual and business financial data with confidentiality and integrity
Self-motivated and capable of independently driving client engagements forward

Benefits

Comp & 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
Teambuilding events