Overview
This role is focused on proactive tax strategy for small to mid-sized businesses and individuals. You’ll help clients understand their obligations, reduce their tax burden, and plan with confidence.
Please note: This is not a tax controversy or tax compliance role. The work centers on advising business owners on forward-looking strategy rather than handling disputes after the fact.
Responsibilities
- Research tax issues and ensure clients are tax compliant
- Advise and consult on taxation issues
- Work with clients to prepare for tax-related matters and future planning across both business and personal lives
- Strategize to reduce tax obligations
- Review proposed legislation that would affect clients’ taxes
- Stay current on relevant tax laws
- Prepare, or competently review, clients’ business and personal tax returns
Requirements
- Licensed attorney with 5 to 8 years of focused experience in tax strategy
- Enjoys building relationships and working closely with business owners
- Ability to take complex tax concepts and explain them in plain language
Preferred Qualifications
- CPA or strong accounting background
Compensation & Benefits
- Yearly earning potential: $275,000
- Compensation is based on a book of 65 clients
Expected client time
- Initial onboarding meeting: 2 to 3 hours per client
- Ongoing: 1 hour per month
- Expected total: 12 hours per year per client
Location
Not specified