Tax Strategist 1

Overview

This role is a development position within a Tax Strategy pod. Working alongside two Tax Strategist 2s and a Tax Strategist 3, this position builds tax models, prepares analysis, and keeps client plans moving so the strategists who own the client relationship can focus on key calls.

• Job Title: Tax Strategist 1
• Location: Remote, U.S. Based
• Department: Tax Solutions
• Employment Type: Full-Time (Exempt)
• Reports To: Tax Strategist 3
• Salary: $75,000–$100,000

Responsibilities

• Tax Modeling & Analysis
  • Build tax projections and scenario models used in each client’s Review call.
  • Compare the client’s current position with recommended strategies, including entity structure, reasonable compensation, retirement, depreciation, and similar considerations.
• Plan Preparation
  • Gather and organize client documents and intake data.
  • Prepare draft tax plans and call materials.
  • Identify gaps or questions for the owning strategist.
• Implementation Support
  • Track action items from each client’s plan between calls.
  • Prepare follow-up materials for Q2, Q3, and Q4 check-ins.
• Client Communication Support
  • Draft responses to routine client questions for strategist review.
  • Join client calls as second chair to take notes and build client-facing skills.
• Tax Technology Collaboration
  • Work with the Tax Tech team to test, document, and improve modeling tools and templates.

Requirements

• Working knowledge of individual (Form 1040) and pass-through (Forms 1120-S and 1065) taxation
• Strong spreadsheet modeling skills in Excel or Google Sheets; comfort learning tax planning software
• Careful, organized work habits and the ability to manage many client files at once
• Clear written communication and a willingness to learn client-facing skills
• Proficiency in Google Workspace and calendar applications

Minimum Education & Certification

• Bachelor’s degree in Accounting, Finance, or a related field
• Active Enrolled Agent (EA) credential, or CPA-eligible and actively pursuing the CPA or EA
• Master’s in Taxation or Accounting (preferred)
• Continuing Professional Education toward and, once licensed, to maintain the CPA or EA credential

Minimum Experience Requirements

• 1–3 years of experience in tax preparation, tax planning, or public accounting (internships count)
• Exposure to small business and owner-level tax returns (preferred)
• Ability to thrive in a fast-paced, collaborative environment
• Entrepreneurial mindset with a client-first approach

Physical Requirements

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this job.

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls
• Must be able to lift 25 pounds periodically
• Must be able to access and navigate each department at the organization’s facilities
• Travel (less than 10% annually) may be required for sales support, training, and/or professional development

Compensation & Benefits

• Salary: $75,000–$100,000
• Competitive compensation and performance-based bonuses
• Comprehensive health coverage (Medical, dental, and vision)
• Paid Time Off (PTO), sick days, and paid holidays
• 401k with company match (match up to 4%)
• Paid parental leave
• Gym pass (company sponsored access to local gyms)
• Free soda and snacks
• Discounts on cellular/wireless bills
• Employee Resource Program with tele-health and more