Sr. Tax Strategist

Sr. Tax Strategist Opportunity | Remote A rapidly growing, advisory-focused CPA firm is seeking a Sr. Tax Strategist to join a specialized team focused on helping real estate investors, business owners, and high-net-worth clients evaluate and implement advanced tax planning strategies. Unlike traditional public accounting roles that focus primarily on compliance, this position is heavily weighted toward client-facing advisory work , tax strategy development, and helping clients make informed decisions around complex tax opportunities. What You'll Be Doing Lead advanced tax planning sessions with clients and prospective clients Advise business owners and real estate investors on tax reduction strategies Analyze and stress-test tax planning opportunities, including real estate and alternative investment strategies Conduct tax projections, modeling, and planning analyses Evaluate cost segregation opportunities, REPS qualification, STR strategies, and 1031 exchange planning Serve as a trusted advisor during high-level client conversations Research complex tax matters and prepare recommendations Support tax compliance work during busy season Ideal Background Active CPA or EA required 5+ years of public accounting tax experience Strong client-facing experience with business owners and investors Experience with tax planning and advisory services Knowledge of: Cost Segregation Form 3115 Section 481(a) Adjustments Real Estate Professional Status (REPS) Material Participation Short-Term Rental Strategies 1031 Exchanges Ability to explain complex tax concepts in a consultative manner Client Types You'll Advise High-net-worth real estate investors Short-term rental (Airbnb/VRBO) owners Real Estate Professional Status (REPS) candidates Rental property owners with single-family and multifamily portfolios Real estate syndication investors and limited partners Self-storage facility owners Mobile home park investors RV park owners Car wash owners Laundromat investors Oil & gas working-interest investors Small business owners utilizing real estate tax strategies Individuals evaluating 1031 exchanges, cost segregation studies, and depreciation acceleration

Nice to Have

Real estate investor clients High-net-worth tax planning Syndication or alternative investment experience Liquidity event or business sale planning experience Experience evaluating advanced tax strategies and promoter-driven opportunities Compensation $130,000 - $150,000 base salary Bonus opportunity with special projects Fully remote Why People Are Interested No billable hour environment Heavy emphasis on tax advisory over compliance Direct client interaction and strategy work Strong growth trajectory Clear path into senior leadership Target Profiles: Senior Tax Manager, Tax Director, Real Estate Tax Manager, Tax Advisory Manager, Private Client Tax Manager, Tax Consultant, Tax Planning Manager, or experienced Tax Manager looking to move heavily into strategy and advisory work.