8 Jobs in Lakewood, CO
CPA SOLUTIONS is Hiring a Tax Advisor Near Lakewood, CO
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/ for additional information about us.
Following the WealthAbility playbook, 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.
Were 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 final 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 likecost 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 Main Street Tax Pro, the Due Diligence Project, and the Wealth Ability Network
- Health benefits
- 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
Job Summary
Full Time
$94k-118k (estimate)
05/10/2024
07/27/2024
cpaso.com
Glenwood Springs, CO
<25
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Step 3: View the best colleges and universities for Tax Advisor.
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