CPA Tax Strategist

Job Summary

A company is looking for a Tax Strategist to serve as an in-house expert on tax optimization and product development.

Key Responsibilities

• Serve as the tax authority, providing guidance on tax-related inquiries
• Identify and prioritize tax strategies for product development
• Collaborate with product and engineering teams to implement tax logic and stay updated on tax law changes

Required Qualifications

• CPA, Enrolled Agent, or Attorney certification
• 2-6 years of experience in individual and small business tax planning
• Focus on tax optimization rather than just tax preparation
• Experience in a fintech, tax software company, or planning-focused firm
• Familiarity with retirement accounts and investment taxation