Tax Strategist 2

Overview

This role serves as a client’s primary tax advisor, owning a book of Premium clients and delivering high-impact tax planning for entrepreneurs and business owners. The Tax Strategist 2 guides clients through the full planning year, including discovery, written strategy, quarterly check-ins, and year-end planning.

• Department: Tax Solutions
• Classification: Exempt
• Status: Full-Time
• Reports To: Tax Strategist 3
• Location: Remote, U.S. Based
• Compensation: $100,000–$140,000

Responsibilities

• Client book ownership: Own a book of roughly 120–150 Premium clients and serve as each client’s primary tax advisor throughout the year.
• Planning calls: Lead each client’s Discover call, Review call, Q2 and Q3 check-ins, and Q4 planning call.
• Strategy development: Analyze business structures, income streams, and goals; design forward-looking strategies; present them clearly in the client’s tax plan.
• Return review & sign-off: Review and sign the client’s returns prepared by the Return Prep team, confirming planned strategies were applied correctly.
• Client communication: Answer client questions by email and phone throughout the year, adapting strategies as tax law and the client’s business change.
• Webinars & collaboration: Contribute to tax strategy webinars and partner with Onboarding, Return Prep, product, and sales teams to support a seamless client experience.
• Mentoring: Guide the pod’s Tax Strategist 1 by reviewing models and including them on client calls.

Requirements

• Advanced knowledge of individual, S corporation, and partnership taxation, including:
  • Entity selection
  • Reasonable compensation
• Command of common owner-level strategies, including:
  • Retirement plans
  • Accountable plans
  • Depreciation and cost segregation
  • Family employment
  • Charitable planning
• Ability to read and review returns and identify planning opportunities and errors.
• Strong client presence, including the ability to explain technical topics simply and handle hard questions with confidence.
• Ability to manage a large client book with strong systems and follow-through.

Minimum Education & Certification

• Bachelor’s degree in Accounting, Finance, Law, or a related field
• Active CPA license or Enrolled Agent (EA) credential, or a Juris Doctor (JD) with a focus in tax law
• Master’s in Taxation or LL.M. in Taxation (preferred)
• Continuing Professional Education to maintain licensure

Minimum Experience Requirements

• 3–5+ years of experience in tax planning, tax strategy, or tax advisory services
• Proven ability to interpret and apply complex tax law in a client-facing role
• Experience working directly with entrepreneurs and small business owners
• Experience reviewing and signing individual and business returns
• Ability to thrive in a fast-paced, collaborative environment with an entrepreneurial, client-first mindset

Physical Requirements

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls
• Ability to lift 25 pounds periodically
• Ability 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: $100,000–$140,000
• Competitive compensation with 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 for new parents
• Gym pass (company sponsored access to local gyms)
• Free soda and snacks
• Discounts on cellular/wireless bills
• Robust Employee Resource Program with tele-health and more