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Tax Planning Consultant
Tax Planning ConsultantProvisions Group • Amherst, NY, US
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Tax Planning Consultant

Tax Planning Consultant

Provisions Group • Amherst, NY, US
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I am with a firm that has a client who is looking for 2 full-time Tax Planning Consultants to help with the growth of their business. This is a 100% Remote Position (Time Zones do not matter)

  • CPA, tax attorney, or EA designation helpful but not required.
  • Must have at least 2 years of Tax Technical experience working with tax strategies and tax research. Note : You do not need to own your own firm. We welcome candidates with experience in public accounting, private firms, or in-house tax departments who have hands-on exposure to strategic tax planning and client advisory work.
  • Minimum 2 years of Tax Advisory experience
  • Minimum 2 years of Tax Technical experience with tax strategies
  • Experience selling tax plans or coaching professionals to sell them
  • Strong client service and relationship management skills
  • High emotional intelligence and demonstrated problem-solving ability
  • Experience in designing or supporting training curriculum preferred
  • Provide expert guidance and strategic support to Growth Plan subscribers
  • Conduct one-on-one meetings to help clients create and refine tax plans using TaxPlanIQ
  • Respond to customer questions related to tax strategies, planning, and software navigation.

The base salary is 75-100k with a commission / bonus structure possible as well as health, dental, and vision insurance and unlimited PTO.

If interested, I have a full job description that I can share. Please email me at :

Ty.VanHarpen@provisionsgroup.com

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Tax Consultant • Amherst, NY, US

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