Business Tax Strategist - $50/Hour (REMOTE)

We are looking for an experienced Business Tax Strategist to join our accounting firm on a part-time basis. This role is focused on proactive tax planning and helping business owners identify legitimate opportunities to reduce taxes and improve their overall tax strategy.

Compensation: $50 USD per hour
Position: Part-Time / Contract
Location: Remote

Responsibilities

• Review prior-year tax returns and current financial statements
• Develop proactive tax-saving strategies for business owners
• Conduct tax planning throughout the year, not just at tax filing time
• Lead quarterly tax strategy meetings with clients
• Prepare quarterly and annual tax projections
• Advise clients regarding estimated tax payments
• Provide guidance on S Corporations, reasonable compensation, distributions, retirement plans, depreciation, entity structure, and other common business tax strategies
• Identify potential deductions, credits, and planning opportunities
• Document recommended strategies and implementation steps
• Work closely with our bookkeeping and tax preparation teams
• Assist with or review business and individual tax returns when needed

Requirements

• Strong experience in U.S. federal and state taxation
• Significant experience providing tax planning and tax strategy, not just tax preparation
• CPA or Enrolled Agent (EA) preferred
• Experience working with small and medium-sized businesses
• Strong knowledge of S Corporations, partnerships, LLCs, and individual taxation
• Comfortable leading client meetings and explaining tax strategies in easy-to-understand terms
• Strong analytical and communication skills
• Experience with tax planning software such as TaxPlanIQ is a plus
• QuickBooks Online experience is a plus

We are looking for someone who can look beyond simply preparing a tax return and proactively advise clients on what they can do before year-end to legally minimize their tax liability.

Please submit your resume along with a brief description of your tax strategy and planning experience.

. Detail-oriented - quality and precision - focused
. People-oriented - - supportive and fairness - - focused
. Team-oriented - - Cooperative and Collaborative