CPA Senior Tax Associate
Job Summary
Seeking an experienced Certified Public Accountant (CPA) for a full-time, remote Senior Tax Associate position, where the candidate will lead 10-15 virtual tax strategy sessions per week, providing tailored tax advice and empowering members to make informed financial decisions without the burden of tax return preparation.
Key responsibilities
- Lead virtual strategy sessions, delivering personalized tax advice and addressing complex member inquiries
- Engage continuously with members to provide clear answers to tax-related questions and optimize their financial strategies
- Analyze member tax returns to identify multi-year optimization opportunities and develop customized tax strategies
Required qualifications
- Active Certified Public Accountant (CPA) license
- 5-7+ years of experience in personal tax planning or high-net-worth tax consulting
- Demonstrated ability to manage regular client meetings with empathy and strong presentation skills
- Expertise in analyzing Form 1040s and understanding federal and state tax codes
- Commitment to delivering objective, member-first advice with integrity
Complete Job Description
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