TAX STRATEGIST (FULL-TIME)

Are you interested in starting your career as a tax strategist who can help change the lives of clients?

Do you want to work with a small group of smart, energetic, and fun individuals?

We are the nation's leading CPA Firm specializing in tax filing and tax planning for real estate investors nationwide. In fact, our client base is made up of some of the most well-known names in the real estate industry. This position offers the opportunity to work with a close group of fun and supportive colleagues to help provide client service, tax planning, tax research, and compliance services to our clients. Looking for someone excited to help work with clients on how to use real estate investing to save on taxes. The ideal candidate is someone detail oriented, multi-tasker, a self-starter, and someone who has world-class communication skills. 

You should be:

• Someone who is seeking to grow and be challenged professionally
• Candidate with at least a Bachelor’s Degree (Masters in Taxation a plus)
• CPA Licensed or CPA Candidate a plus
• Prior Experience in taxation (real estate related taxes a plus)
• Able to manage multiple client engagements and multi-task efficiently
• Able to demonstrate excellent analytical, organizational, project management, oral and written communication skills
• Able to maintain client relationships and identify planning opportunities for clients

Responsibilities include:
• Review and analysis of tax returns for high net-worth individuals and closely held companies (i.e. corporate, partnership, and LLC)
• Research tax issues and draft technical correspondence as it related to tax planning
• Development and delivery of tax saving strategies for real estate investors and closely held businesses
• Maintenance of client relationships throughout the year

 Applicant must be technically proficient in Microsoft Office.

QuickBooks, Lacerte, CCH Research experience a plus.

Pay + Benefits:
• $70,000 to $150,000 base compensation (DOE), plus bonus 
• Overtime and sick pay
• 401(k) plan with profit sharing
• Flexible work schedule
• Over 30 days of paid vacation and firm holidays
• Health insurance 
• Flexible work arrangement
• Firm sponsored continuing education 

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!