Tax Planner

Job Description

Job Description

This is a remote position.

Job Title : Tax Planner

Location : Fully Remote

Job Type : Full-Time | Direct Hire

Salary : $150K+ DOE

Success in This Role Means :

Clients feel informed, empowered, and confident in their tax strategies

Tax plans and reviews are completed accurately, proactively, and on time

Opportunities for tax savings are spotted well before deadlines

Internal team and systems are elevated through your contributions

You bring clarity to complexity — translating nuanced tax concepts into clear guidance

Core Values :

Genuine Care : We build real relationships through empathy and honesty

Communication : Clarity and transparency in every conversation

Speed to Learning & Implementation : Fast learners, action-takers, and solution-finders

Fun Tax Energy (FTE) : We bring energy and passion into everything we do — tax planning included

Requirements

Must-Haves :

CPA or Tax Attorney license

3–7+ years of experience, with a strong foundation in tax return preparation and review

Interest and capability in tax strategy, IRS representation, and client-facing advisory

Strong communication skills — must be comfortable explaining complex tax strategies clearly to clients

Proven ability to review tax returns, handle tax planning engagements, and support IRS notices / calls

Open to learning, evolving with internal systems, and participating in process improvement

Key Responsibilities :

Review client tax returns for accuracy and planning opportunities

Design and implement proactive tax strategies tailored to small businesses, real estate investors, and high-income individuals

Lead IRS-related communications and client representation during audits or disputes

Collaborate with the internal team to ensure planning is aligned with compliance and bookkeeping

Regularly meet with clients to present strategy, explain rationale, and answer questions

Identify mid-year opportunities for adjustments and ensure timely delivery of planning deliverables

Stay up to date on evolving tax law, especially within the small business and real estate sectors

Provide thoughtful feedback to improve internal planning systems and workflows

Benefits

Unlimited PTO, Sick Days, Health Insurance, Collaborative Team Culture