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Tax Planning Specialist

Keystone CPA
Remote
$65,000 - $110,000 a year - Full-time

Benefits
Pulled from the full job description

  • 401(k)
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Vision insurance
  • Dental insurance
  • Paid sick time

Full job description

Are you interested in taking your career to the next level as a tax planning specialist to help change the lives of clients?

Do you want to be part of an amazing team surrounded by some of the smartest and most energetic colleagues?

We are the nation's leading CPA Firm specializing in tax planning and filing for real estate investors. Our client base includes some of the most influential names in the real estate industry. This position offers the opportunity to serve exceptional clients and work closely with a supportive team of colleagues to deliver outstanding client service through tax planning, research, and compliance. We believe in building a people-centric firm where talented team members can thrive and reach their full potential.

We are seeking an individual who is enthusiastic about helping clients maximize tax savings through real estate investments. You should be a solutions-oriented self-starter who thrives in taking on big challenges as a team member.

We value work-life balance and continuous learning. These values are achieved through generous vacation and sick leave policies, flexible work arrangements, an autonomous work environment, continuous and engaging training, state-of-the-art technology and automation, and comprehensive health insurance with 401(k) matching.

Summary:

A Tax Planning Specialist works with a team of strategists to help reduce tax liabilities and optimize tax savings through proactive planning while ensuring compliance with tax laws.

Salary + Benefits:

  • $65,000 to $110,000 base compensation (DOE), plus bonus
  • Overtime and sick pay
  • 401(k) plan with profit-sharing
  • Flexible work schedule
  • Work from home
  • Over 30 days of paid vacation and firm holidays
  • Health insurance
  • Firm-sponsored continuing education

Required Education and Experience:

  • Bachelor’s degree in Accounting (Master's in Taxation a plus)
  • 3+ years of experience with income tax. Real estate tax and multi-state tax returns a plus
  • 1+ years experience reviewing tax returns (Individuals, Partnerships, and S-Corporations)
  • Growth and promotion history at previous jobs
  • CPA or EA certification a plus
  • QuickBooks, Lacerte, Microsoft Office, and CCH Research experience a plus

Responsibilities:

  • Analyze and review tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e., corporate, partnership, and LLC)
  • Identify tax planning opportunities and potential compliance issues during tax return reviews.
  • Stay up-to-date with the latest tax legislation, ensuring accurate and compliant tax planning strategies.
  • Assist the planning team with client advisory needs throughout the year.
  • Participate in pre- and post-preparation for all client meetings, track action items, and implement agreed-upon strategies.
  • Monitor deadlines, track outstanding items, and ensure client files are up-to-date.
  • Research tax issues and draft technical correspondence as it relates to tax planning
  • Develop and deliver tax-saving strategies for real estate investors and closely held businesses
  • Develop and maintain client relationships throughout the year

You’re a Good Fit for Our Team if You’re:

  • Someone who is seeking to grow and be challenged professionally
  • Able to manage multiple client engagements and multi-task efficiently
  • Able to demonstrate excellent analytical, organizational, project management, oral and written communication skills
  • Highly detail-oriented, disciplined, and a self-starter
  • Able to Develop & maintain client relationships and identify planning opportunities for clients
  • Team player
  • Someone who takes ownership of your work and your clients and drives projects to the finish line.
  • Demonstrates strong technical skills with the ability to quickly learn, apply, and troubleshoot systems, tools, and processes effectively.

Job Type: Full-time

Pay: $65,000.00 - $110,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
  • Work from home

Schedule:

  • Monday to Friday

Work Location: Remote