Tax Strategist – Client‑Facing Advisory Role

About the role

We are looking for a licensed CPA or Tax Attorney to join our team as a Tax Strategist. In this client‑facing position you will work directly with entrepreneurs and business owners, helping them reduce tax liability and build long‑term financial success through proactive tax planning.

Key responsibilities

• Conduct one‑on‑one consultations to assess client tax positions and identify savings opportunities.
• Design forward‑looking tax strategies aligned with clients’ business structures, income streams, and financial goals.
• Explain complex tax concepts in clear, actionable terms and provide ongoing education.
• Participate in company‑hosted webinars, answering client questions on tax planning techniques.
• Collaborate with product, sales, and fulfillment teams to ensure tax strategies integrate with company services.
• Maintain long‑term client relationships, updating strategies as tax laws evolve.

Required profile

• Licensed CPA or Tax Attorney with substantial tax advisory experience.
• Proven ability to work directly with entrepreneurs and business owners.
• Strong analytical skills and a proactive approach to strategy development.
• Excellent communication skills, capable of translating technical tax matters into plain language.

Required skills

• In‑depth knowledge of U.S. tax law and regulations.
• Experience with tax planning, compliance, and advisory services.