2 CPA SOLUTIONS Jobs near me
CPA SOLUTIONS is Hiring a Tax Advisor Near Lakewood, CO
Job Description
Tax Advisor
CPA Solutions
Remote US
We are an elite CPA firm focused on wealth and tax strategy development, implementation and maintenance for business owners, real estate investors and entrepreneurs. In 2023, we received national recognition as an Inc. 5000 Fastest Growing Company in America. Check out our firm at https://www.cpaso.com and https://www.xitcpa.com/ for additional information about us.
Influenced by WealthAbility, Mainstreet Tax Pro, and the Due Diligence Project, we guide our virtual clients through a proven process to help them create a tax-optimized plan of action to get from where they are now (financially) to financial freedom within a specified timeframe.
We're looking for a proactive, entrepreneurial Tax Advisor to help us continue growing smoothly by building and managing successful multi-generational relationships with our ideal clients.
Tax Advisor Responsibilities:
In this role, you will manage a book of clients running strategy and advisory meetings, educating clients on different tax scenarios, providing proactive planning advice and advanced strategies, and working with clients to qualify them for strategies based on their goals, objectives, and risk tolerance. Some tax return reviews will also be included.
This is all accomplished through conducting thorough Wealth & Tax Strategy Development Sessions , which are aimed at getting clients to where they want to be by helping them more clearly define their niche, build a team of professionals, and make them as tax efficient as possible legally, ethically, and morally.
You will also be conducting Strategy Implementation Projects , including things like cost segregation, R&D credit studies, change in accounting methods, or entity conversions, to execute the plan of action (strategy).
What You Get
- Competitive compensation around $120k salary bonus
- World-class training and mentorship under the tutelage of Mark Kohler's Main Street Tax Pro, the Due Diligence Project, and the WealthAbility Network
- Health benefits
- 401k matching
- PTO and schedule flexibility
- Fully remote work environment
Tax Advisor Requirements
- Must have a CPA license
- Experienced in working directly with clients in a tax management role
- Technology-savvy
Our team is fully remote to encourage independence and work/life balance, though we do meet regularly to ensure a strong and cohesive culture
Company Description
Job Summary
Full Time
$85k-106k (estimate)
06/12/2024
06/25/2024
cpaso.com
Glenwood Springs, CO
<25
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The following is the career advancement route for Tax Advisor positions, which can be used as a reference in future career path planning. As a Tax Advisor, it can be promoted into senior positions as a Finance Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Advisor. You can explore the career advancement for a Tax Advisor below and select your interested title to get hiring information.
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Quotes from people on Tax Advisor job description and responsibilities
Typically, tax advisors charge a lump sum for services rendered.
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Some run their own offices, some work for large corporations and tax-preparation chains, and some branch out to become certified financial planners.
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Tax consultants offer a variety of services to their clients.
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Tax consultants usually work for financial consulting firms, public accounting firms or government agencies.
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Business owners may opt to take advantage of a customized plan from a tax consultant.
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Career tips from people on Tax Advisor jobs
The tax consultant does not have to do all the work himself, but can use the help of expert staff (tax clerks, tax specialists, etc.).
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That accounts for a small fraction of the 34 million consumers who use software to prepare and file tax returns each year.
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Taxpayers should also maintain copies of tax returns and related documents themselves, Curtis says.
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The Accredited Business Accountant/Advisor and Accredited Tax Preparer are examples of programs that help preparers fulfill the Annual Filing Season Program requirement.
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The work of a tax adviser depends on the nature and size of the employer.
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