Position Title: Tax Strategist
Type: Full-Time, Salary
Schedule: Monday–Friday
Location: Fully Remote
We are seeking an experienced Tax Professional for a fully remote, client-facing role. This position is focused on meeting with clients by Zoom, delivering tax strategy plans, and answering ongoing questions and educating clients through email and virtual meetings.
This role is not responsible for tax preparation or accounting work. However, candidates must have a strong tax background, including but not limited to prior experience in high-volume tax preparation and/or tax return review or IRS experience in order to confidently explain tax concepts and strategy recommendations to clients.
Key Responsibilities:
- Meet with clients via Zoom to present and explain tax strategy plans
- Answer client questions through email and virtual meetings
- Communicate tax strategies in a clear, practical, client-friendly way
- Support clients with understanding next steps and implementation guidance
- Reviews and Peer review of deliverables
Qualifications:
- Strong tax experience required
- Background in high-volume tax preparation and/or review preferred
- Excellent communication skills
- Comfortable in a client-facing, fully remote environment
- Ability to explain complex tax matters clearly and professionally
Benefits:
- 401(k) + matching
- Dental insurance
- Disability insurance
- Health insurance
- Vision Insurance
- Paid time off
- Parental leave