CPA Senior Tax Strategist
Job Summary
Leading a team of tax strategists, the full-time remote CPA Senior Tax Strategist will manage client relationships, execute advanced tax strategies, and improve operational systems while mentoring team members.
Key responsibilities
- Manage and mentor a team of tax strategists, setting standards for quality and client care
- Lead client strategy meetings and deliver comprehensive tax strategies for a personal book of business
- Partner with leadership to execute and scale the strategy program, refining processes for consistency and efficiency
Required qualifications
- Active CPA license required
- 5+ years of progressive tax strategy experience in public accounting or advisory environments
- Experience designing and implementing complex tax and wealth strategies for business owners
- Strong people-management experience
- Tech-forward mindset with a willingness to adopt AI tools for efficiency
Complete Job Description
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