TAX STRATEGIST (FULL-TIME/REMOTE & HYBRID)

Job Description:

Are you interested in taking your career to the next level as a tax strategist 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 service amazing clients and to work closely with a supportive group of colleagues to provide exceptional client service through tax planning, research, and compliance. We believe in building a people-centric firm where talented team members can thrive. 

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

We value work-life balance and continuous learning. These values are achieved through generous vacation and sick leave, 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.

Salary + Benefits:

• $70,000 to $150,000 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 holiday
• Health insurance 
• Firm-sponsored continuing education

Required Education and Experience:

• Bachelor's degree in Accounting (Masters in Taxation a plus)
• 3+ years experience with income tax. Real estate tax and multi-state tax returns are a plus
• CPA or EA certification a plus
• QuickBooks, Lacerte, Microsoft Office, and CCH Research experience a plus

Responsibilities:

• Review and analyze tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e., corporate, partnership, and LLC)
• Stay up-to-date with the latest tax legislation, ensuring accurate and compliant tax planning strategies
• 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 
• Someone who takes ownership of your work and your clients and drives projects to the finish line

Please submit your resume and cover letter to [email protected] with "Keystone Tax Strategist Position" in the subject line.  In your cover letter, please indicate your salary history and the salary you are currently seeking.

We look forward to connecting with you soon!