Tax Planner (associate)

Overview

An established tax planner is sought to join a growing team focused on serving small and medium-sized businesses with tailored tax-planning services. This role involves working in a fast-paced, precision-based environment where transparency and professionalism are prioritized. The organization values work-life balance and encourages a self-driven, business-owner mindset.

Responsibilities

• Build and advise clients on tax plans daily
• Convey and explain complex tax strategies clearly to clients
• Deliver exceptional client service
• Collaborate with the team to crack the U.S. tax code and develop effective tax solutions

Requirements

• Experience working in the tax field with comfort in building tax plans and advising clients
• EA (Enrolled Agent) or CPA (Certified Public Accountant) designation, or actively pursuing one
• Ability to communicate complex strategies effectively, resulting in client sales
• Must live in the U.S. and have appropriate documentation to work legally

Preferred Qualifications

• Passion for serving small and medium-sized businesses
• Positive attitude and commitment to exceptional client service
• Willingness to work independently and take ownership within the business

Compensation & Benefits

• Flexible work location: option to work remotely or relocate to Florida
• Opportunity to join a team with diverse backgrounds and a supportive culture
• Emphasis on work-life balance and self-care

Location

• Remote work available nationwide within the U.S.
• Option to relocate to Weston, Florida, a community known for excellent public schools and quality of life

Application Process

• Submit application materials including relevant attachments
• Initial meeting with a small series of questions to assess fit
• Two screening interviews with different reviewers
• Task-based simulations
• Final interview with the Founder
• All applicants will receive feedback regarding their application status